✏️ How to Edit a Client in Daai Business Suite
Follow these steps to update any existing client’s details.
🔄 Step-by-Step Process
📍 Screen: Billing → Client. Click any row to open the Client Details aside on the right — that aside is where you start the edit.
- Go to Billing → Client.
- From the client list, click on the client record you want to edit. The Client Details aside opens on the right.
- Make sure the Details tab is active (the first tab in the aside).
- On the top-right of the aside header, click the Edit button (pencil icon).
- The system switches the form to editable mode.
- Make the necessary changes and click Update to save (or click the × close icon to cancel — if you have unsaved edits, the system asks you to confirm before discarding them).
⚠️ Important Notes
- You will only see the Edit button if your user role has the Client → Update permission.
- The Edit button is visible only when you are on the Details tab. Switch to the Details tab first if you do not see it.
- 💱 Currency lock: Once any Proforma, Invoice, Payment, or Credit Note has been raised against the client, the Currency field can no longer be changed. All other fields (Company Name, contacts, address, Tax ID, Country / State / City, Lead Source, Client Owner, etc.) can still be updated, and the change propagates to all linked documents.
- 📍 Address fields: Country, State, and City are now cascading dropdowns. Changing the Country resets State and City; changing State resets City. Pick them from top to bottom or the lower fields will clear. The State Code is auto-stored along with the State for GST routing.
- 📝 Change history: Every edit is captured at the moment you click Update (not on every keystroke), and the entry is visible on the Logs tab of the aside — with the editor’s name, the field that changed, and the old / new values.
- 📞 At-least-one contact rule: The form will not save if you remove every contact channel — at least one of Email, Alternate Email, Phone Number, or Cell Number must remain filled.
📂 Tabs Inside the Client Aside
📍 Screen: Across the top of the Client aside you will see four tabs — each tab is a separate screen within the same client. Click a tab to switch the view.
- Details — the form / view of the client’s data. Edit and Delete are launched from here.
- Statement — the running ledger of every Project, Invoice, Payment, Credit Note, and Refund linked to this client. (Covered in detail in Client Statement Tab.)
- Media — documents uploaded against this client (agreements, contracts, etc.), shown as doc-chips.
- Logs — the change history of every edit ever made to this client record.
🗑️ Deleting a Client
📍 Screen: Open the client row (Billing → Client → click the row) and stay on the Details tab. The Delete button sits at the bottom of the form footer, in red.
- Open the client row to bring up the Client Details aside.
- Scroll to the bottom of the Details tab.
- Click the red Delete button in the footer.
- Confirm the deletion when the system prompts you.
⚠️ When deletion is blocked
- You can delete a client only if no Projects are linked to it. The server explicitly blocks deletion with the message “This Client already has an associated project and cannot be deleted.”
- Because Invoices, Payments, and Credit Notes are typically created under a Project, in practice this means a client with any downstream document (Project, Invoice, Payment, or Credit Note) cannot be deleted — deletion is reserved for clients that have never been billed or worked on.
- To remove such a client, first cancel or delete the dependent Projects (and their Invoices / Payments / Credit Notes). Daai Suite preserves audit trails, so cancelling is usually preferred over deleting.
- The Delete button is hidden if your role lacks the Client → Delete permission.
💡 Tips
- If you only need to stop using a client (without removing data), update the Lead Source or Notes to mark them as inactive instead of deleting — the audit trail and historical reports stay intact.
- Use the Logs tab to verify that critical fields (Currency, Tax ID, Company Name) have not been changed unexpectedly.
- If the Edit button is missing even though you are on the Details tab, ask your administrator to grant the Client → Update permission to your role.