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PATCH
Update a client
A person or organization using your services. All projects are tied to a client.

Authorizations

Authorization
string
header
required

Bearer authentication header of the form Bearer <token>, where <token> is your auth token.

Path Parameters

id
string
required

The client uuid

Body

application/json
key
string

The URL-friendly slug for the client. Max 255 characters.

name
string

The name of the client. Max 255 characters.

code
string | null

The client code. Max 255 characters.

currency
string

The 3-letter currency code associated with the client.

notes
string | null

Notes associated with the client. Max 5000 characters.

emails
string[]

Email addresses used for invoicing the client.

streetAddress
string | null

The street address of the client used for invoicing. Max 5000 characters.

invoiceDetailsSource
enum<string>

The source of invoice details. When workspace or business_unit, the invoicePaymentTermId, invoiceSubject, invoiceNotes, invoiceEmailSubject, and invoiceEmailBody values are inherited.

Available options:
workspace,
custom,
business_unit
invoiceSubject
string | null

The subject line used on invoices for this client. Max 255 characters.

invoiceNotes
string | null

Notes included on invoices for this client. Max 5000 characters.

invoiceEmailSubject
string | null

The email subject line used when sending invoices for this client. Max 255 characters.

invoiceEmailBody
string | null

The email body used when sending invoices for this client. Max 5000 characters.

recordStatusId
enum<string>

The record status of the client.

Available options:
active,
archived
ownerId
string | null

The member ID (uuid) of the owner of this client.

practiceId
string | null

The practice ID (uuid) of the practice associated with this client.

industryId
string | null

The industry ID (uuid) of the industry associated with this client.

locationId
string | null

The location ID (uuid) of the location associated with this client.

tagIds
string[]

A list of client tag IDs (uuid) to associate with this client.

invoicePaymentTermId
string

The payment term ID (uuid) used for invoicing the client.

salesRepresentativeId
string | null

The member ID (uuid) of the sales representative for this client.

businessUnitId
string | null

The business unit ID (uuid) of the business unit associated with this client.

Response

200

id
string

The unique identifier for the object.

key
string

The URL-friendly slug for the client.

name
string

The name of the client.

code
string | null

The client code.

currency
string

The 3-letter currency code associated with the client.

notes
string | null

Notes associated with the client.

emails
string[]

Email addresses used for invoicing the client.

streetAddress
string | null

The street address of the client used for invoicing.

invoiceDetailsSource
enum<string>

The source of invoice details for this client. Determines whether invoice settings are inherited from the workspace, the assigned business unit, or configured at the client level.

Available options:
workspace,
custom,
business_unit
invoiceSubject
string | null

The subject line used on invoices for this client.

invoiceNotes
string | null

Notes included on invoices for this client.

invoiceEmailSubject
string | null

The email subject line used when sending invoices for this client.

invoiceEmailBody
string | null

The email body used when sending invoices for this client.

isInternal
boolean

Indicates whether this is the workspace's internal client. This client is auto-created during workspace setup.

recordStatusId
enum<string>

The record status of the client.

Available options:
active,
archived
createdAt
string<date-time>

The timestamp when the object was created.

owner
object | null

The member who owns this client.

practice
object | null

The practice associated with this client.

industry
object | null

The industry associated with this client.

location
object | null

The location associated with this client.

tags
object[]

The tags associated with this client.

invoicePaymentTerm
object | null

The payment term used for invoicing this client.

salesRepresentative
object | null

The sales representative for this client.

useWorkspaceInvoiceDetails
boolean
deprecated

A legacy read-only field indicating whether the client uses workspace-level invoice details. Use invoiceDetailsSource instead.

businessUnit
object | null

The business unit associated with this client.

integrations
object[]

The accounting integration mappings for this client. Each entry ties the client to a record in an external accounting system. Empty when no integrations are configured.