A client information sheet is a document that contains key information about a consumer or business customer. In its simplest form, it contains contact details (name, address, e-mail address) and the VAT number of businesses. You need this information to create a quote or an invoice. A tool that can do both saves tons of time.

A client information sheet is a document that contains important details about a customer or client. It typically includes information such as: Client’s name Contact details Address Account or bank information