Clients
Clients are the people and companies you bill. Adding a client once saves their details for every future invoice and quote.
Add a client
Start a new client
Choose New client.
Fill in their details
Name is all that’s required. You can also add company, email, phone, address, tax/VAT number, a default currency, and notes.
Save
The client is now available in every picker.
Set a client’s default currency and new invoices for them start in that currency automatically.
The client detail page
Opening a client shows their contact info and a summary of their business with you.
- Per-currency stats — invoice count, total billed, and outstanding balance (kept separate per currency).
- Their invoices — a list of everything you’ve billed them.
- New invoice — start an invoice pre-filled for this client.
Archiving a client
Use Archive to hide a client you no longer work with, and Restore to bring them back.
A client who has no invoices is deleted when you archive them (there’s nothing to keep). A client with invoices is archived so their history stays intact. Turn on Show archived in the list to see archived clients.