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Viewing & Editing Client Details

The client detail page gives you a complete view of a client's information, with the ability to edit all fields in place.

Accessing the Detail Page​

From the Clients list page, click on a client's name to open their detail page.

At the top of the page, you'll see a ← Back to Clients link to return to the list.

Page Sections​

Client Overview​

The overview section displays:

  • External Client ID — Your own reference number for this client (displayed in monospace font).
  • Contact Name — The primary contact person.
  • Contact Email — The contact's email address.
  • Billing Contact Email — The email address that receives all invoice and credit-note emails. Required before invoices or credit notes can be sent.
  • Contact Phone — The contact's phone number.
  • Internal Notes — Notes visible only to your team.

A Free Profession badge appears in the client header for free-profession business clients (see Business Type below).

Business Address​

Shows the client's full address, including street address, address line 2, postal code, city, and country.

Business Type​

For Business clients, the detail page shows the business sub-type, which controls invoice delivery:

  • Traditional (default) — Invoices are sent via the Peppol network with an email fallback.
  • Free Profession — Invoices and credit notes are sent by email only; the client is not on the Peppol network. Free-profession clients still use the business INV- series and keep their VAT number, but the PEPPOL ID field is hidden. A Free Profession badge is shown in the client header.

The business type is only shown for Business clients. Editing it follows the same Edit → Save flow as the rest of the page.

E-Invoicing​

This section shows:

  • VAT Number — With a Verify VAT button that checks the number against the EU VIES system. A valid number will display a green checkmark along with the registered company name and address.
  • PEPPOL ID — With a Verify PEPPOL button that checks whether the address is registered on the PEPPOL network. Hidden for Free Profession clients.

Default Tax Settings​

A client can carry its own default tax category and VAT percentage that pre-fill new invoice lines:

  • Default Tax Code — The Peppol tax category applied to new invoice lines, or Use organization default to inherit the organization's default.
  • Default VAT % — The VAT rate used when the default tax code is Standard. Non-Standard codes resolve to 0%.

These are pre-population defaults only — individual invoice lines can always be overridden. See Creating an Invoice for how the line, client, and organization defaults combine.

Very Important Client​

The Very Important Client toggle marks the client as always-important. When it is on, new activities for any of this client's locations are marked as very important jobs by default, so they pick up the attention-grabbing highlight everywhere they appear. Individual activities can still be un-flagged when created — the toggle is a default, not a lock.

When you change the toggle while editing (and the client already has activities), a follow-up choice appears so you can bring the client's existing work in line in one step:

  • Turning it on — "Also mark this client's current and upcoming non-complete activities as very important." When ticked, every in-scope activity is flagged as a very important job on save.
  • Turning it off — "Also remove the very important flag from this client's current and upcoming non-complete activities." When ticked, the flag is cleared from every in-scope activity on save.

The follow-up choice is optional. If you leave it unticked, only the client setting changes and no existing activities are touched. Before saving, FlowForth shows a confirmation summarizing how many activities will be updated.

Which activities are "in scope":

  • Activities across all of the client's locations.
  • Only non-complete activities — those that are Scheduled, In Progress, or Can't Complete. Completed and cancelled activities are never changed; their importance is historical.
  • Only current and upcoming activities — those scheduled for today or later. Past-dated activities are left as they are.
note

On a brand-new client (the create form) there are no existing activities, so the follow-up choice is not shown — only the toggle. See Adding a Client.

Locations​

A list of all locations belonging to this client. You can navigate to any location from here.

Notification Preferences​

If your organization has the Notifications integration active, this section shows the client's WhatsApp notification settings. See Client Notification Preferences for details.

Editing a Client​

  1. Click the Edit button in the top-right corner of the client section.
  2. All fields become editable.
  3. Make your changes.
  4. Click Save Changes to apply.

The page will return to read mode with your updated information displayed.

Validation​

While editing, FlowForth validates your input:

  • VAT Number — If provided, must match the expected format for the selected country. A format hint is displayed below the field.
  • Contact Email — Must be a valid email format.
  • Billing Contact Email — Must be a valid email format. Not required to save the client, but required before sending invoices or credit notes.
  • Contact Phone — Should use E.164 international format (e.g., +31612345678) if you plan to use it for WhatsApp.
info

The External Client ID field is useful when you use FlowForth alongside another system and need to cross-reference clients.

See also​

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