Clients
All important client information in one place.
Last updated
All important client information in one place.
Last updated
Once you clicked on Clients, the first thing you'll see is all the clients you've added. To get an overview of the most important information we list the company or client name, contact name, the date you added the client, and the number of projects associated with this client. When you click on the actions dots you can view, edit, archive, and delete the client. You can also choose the color for this client to visually differentiate the entries. Looking for someone specific? Click the "Search Clients" box to do a search. You can also filter the clients based on last added, clients with open invoices or active projects, as well as archived clients.
To add a new client, click the "New Client" button. You'll see a popup that asks for some basic client information. The only information that is required is the company or client name. Contact's first and last name, email, and phone number are all optional fields. Click "Add Client" and your client will be created.
After clicking on one of your clients in the list or after adding a new client, you'll see a more detailed view of the client:
Save all important information relating to this client under the notes section. No matter if it's just general guidelines the client gave you or meeting notes, click the "New Note" button to add a new note. After you created the note, you'll see the note's title and date created listed under Notes. When clicking the three dots under the gear icon you can either edit or delete the note. To see what you've written, simply click on the title to open the complete note.
To add more information to the client, click the three dots next to the client icon. You can either edit, archive, or delete the client. You can also choose a color for the client icon. The client icon will show the first letter of the contact person's first and last name or the first two letters of the company name. After clicking "edit" you'll see a popup to enter more detailed client information: first and last name of your client, address, email, phone, and website.
Get a quick overview of how much you've earned by working with this client. Invoices sent shows the total number of invoices sent to this client. Outstanding displays the amount that was added to invoices but wasn't paid yet. Overdue indicates the income that was added to invoices but wasn't paid by the due date, while Received displays the paid income. You can also create a new invoice for this client by clicking the .
This area lists all projects that are associated with this client. You'll see the Project Name and the Status of the project. You can also click the three dots under the gear icon to quickly mark the project as complete and to edit, archive, or delete the project. to add another project.
