Clients

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Saved Clients

Sorted A–Z by name · click a column header to re-sort

Define reusable fields once — yes/no, custom dropdowns, or text — then set a value per client when editing.

Field label

Type

Add to all clients (empty value until you set it)

Contact Name *

Company

Phone

Street Address *

City *

State *

ZIP Code *

Work notes (customer-facing)

Flows to invoice notes when you bill this client — your customer will see this on the PDF.

Private notation PRO (internal only)

Never appears on invoices, PDFs, or emails — only visible to you in SideLedger.

Profile images

Save logos, contracts, or reference shots to the client profile (max 5).

Preferred contact channel

Used for invoice delivery and billing automation when social is enabled.

Facebook handle / Page-scoped ID

Instagram handle

X / Twitter handle

LinkedIn profile URL or ID

WhatsApp number

Set values for the global fields defined above. Manage field definitions

Full street address, city, state, and ZIP are required for sales tax and accurate map pins (Pro).