# Add and edit clients

> Create a client with its contact details, address, tax number and preferred quoting currency, and keep those details up to date.

Every company you quote should have a client record. It holds the details printed on your quotes and gives you one place to see everything you have sent them.

## Create a client

1. Go to [**Clients**](https://app.quoterium.com/clients) and choose **New client**.
2. Enter the **Company / client name**. This is the only required field.
3. Add any of **Phone**, **Website**, **Tax number** and the **Address**. A client has no email address of its own: email addresses belong to its contacts.
4. Optionally choose a **Preferred quoting currency** (see below).
5. Choose **Create client**. The new client's page opens so you can add contacts straight away.

You can also create a company while adding a contact from the quote editor: in the **New contact** dialog, type a name in **Company / client** and pick **Create company**.

## Preferred quoting currency

If a client is always quoted in another currency, set it here. New quotes you start from the client's page begin in that currency, with prices converted from your base currency at that day's rate. Leave it on **Organisation default** to use your usual currency. Read more in [Multi-currency quotes](https://quoterium.com/help/currencies-and-rates/multi-currency-quotes).

## Edit a client

1. Open the client from the **Clients** list.
2. Change the fields under **Details** on the left of the page.
3. Choose **Save changes**. The button only becomes active once something has changed.

If you need a different record for a different branch or legal entity, create a separate client.

## Good to know

- A client does not need an email address; quotes are emailed to its contacts.
- Everyone in your organisation can add and edit clients.
- If you connect Xero, you can also link the client to a Xero contact. See [Link clients and contacts to Xero](https://quoterium.com/help/clients-and-contacts/link-clients-to-xero).

## From Xero

When Xero is connected, typing the company name shows matching Xero contacts under the field, headed **In Xero**. Choose **Use** to import one: the client is created with the address and phone from Xero, its main person and any additional people become contacts, and the client and its main person are linked to the Xero contact (see [Link clients and contacts to Xero](https://quoterium.com/help/clients-and-contacts/link-clients-to-xero)). If the Xero contact is a person rather than a company, they are added as a contact instead.

Source: https://quoterium.com/help/clients-and-contacts/add-and-edit-clients