How do I add a client?

Click “Clients” in the left sidebar, then “New Client”. Fill in the details and click “Save client”.

Steps

1. Click “Clients” in the sidebar.
2. Click “New Client”.
3. Enter the “Name” (required), plus any of: Company, Email, Phone, Address, “Default hourly rate ($)” and Notes.
4. Click “Save client”. More sections then appear: “Linked Projects & Rates”, “Invoices” and “Client Portal Access”.
5. To link a project, type its name in “Link a project…” and pick it. You can enter a “Rate override $” for that project.

Good to know

• You can also create and link a client from a project’s “Invoices” tab, using “Link a client” and then “+ Create new client”.
• The client’s email is used for invoices, receipts and portal sign-in. It also means their support emails are never filtered.
• The Clients list shows each client’s company, number of invoices and outstanding balance, and has a search box.
• Any member of your company can manage clients, except viewers, who have read-only access.
• There’s no button to delete or archive a client.