Every quote you send and every invoice you raise starts with a contact. If your contacts are accurate and up to date, everything else in Sole Tank just works.
Keeping your client list organised means fewer mistakes, faster quoting, and cleaner records.
In Sole Tank → Business → Contacts, you can:
Add new clients
Edit existing details
Upload a client photo
Add private client notes
View invoice activity at a glance
Archive old clients (without breaking your records)
How to add or edit a Contact
Everything happens in the same place — no jumping between screens.
In Sole Tank, navigate to the Business tab
Click Contacts
Either:
Select Add Contact to create a new client, or
Click the pencil icon to edit an existing contact to update their details
Enter or edit the client information
(Optional) Add a photo and internal notes
Click Save
That’s it. Your contact is ready to use in quotes and invoices, and any updates you make will apply to future documents.
What you can see inside a Contact
Each contact gives you a quick financial snapshot:
Total invoices raised
Total paid
Any outstanding amount
You can also expand the section to see:
Invoice history
Business details
Private notes
It’s your mini client dashboard.
FAQS
Q: Can I add client notes?
A: Yes. Notes are internal and only visible to you. Perfect for pricing agreements, reminders or “slow payer” warnings.
Q: Can I upload a client photo?
A: Yes, you can add one when creating or editing the contact.
Q: Can a contact have more than one email?
A: Not currently. Each contact can only have one email address. Choose the primary one your client wants invoices sent to.
Q: Can I delete a contact?
A: You can delete a contact only if there are no related quotes or invoices. If records exist, deletion is disabled to protect your reporting.
Q: What should I do instead of deleting?
A: Use Archive. Archiving removes the contact from your active list, keeps all financial history intact and lets you restore them anytime. To view archived clients, toggle off “Hide archived clients”.
💡Pro Tip
Archive old clients instead of deleting them.It keeps your records accurate and your contact list tidy.