The Client Page
Every Client has a page that pulls together everything you do for them. To open it, go to Clients and click the Client’s name.
Client Information
Section titled “Client Information”The Client’s Business Name and Address. To change them:
- Click the pencil icon on the Client Information card.
- Make your changes.
- Click the save icon. Click the X to cancel.
Contacts
Section titled “Contacts”Everyone you work with at the Client. A Primary badge marks the main contact, and a Billing badge marks who gets Invoices.
- Add a contact: click Add on the Contacts card.
- Edit a contact: click the pencil icon next to them.
See Contacts and Invoice Roles.
Projects
Section titled “Projects”The Client’s open Projects with their status. Click one to open it, or click Add to start a new Project for this Client.
Archived Projects are tucked under Archived Projects at the bottom of the card. Click it to see them.
Invoices
Section titled “Invoices”Every Invoice for the Client with its number, due date, total and status. Click one to open it.
Recurring Invoices
Section titled “Recurring Invoices”Each recurring schedule for the Client, how often it runs, the next run date, and its status. An Auto-send badge means it emails the Client on its own. Click one to edit it. See Recurring Invoices.
Estimates
Section titled “Estimates”Every estimate for the Client with its budget and status. Click one to open it.
Financial Summary
Section titled “Financial Summary”On the right, see how much money has moved with this Client. Switch between YTD (this year) and All Time.
| Number | What it means |
|---|---|
| Total Invoiced | Everything you’ve billed the Client. |
| Total Paid | What they’ve paid you. |
| Outstanding | What they still owe. |
| Available Credits | Credit you can put toward their next Invoice. Only shows if there is some. |
Click Full Client Reports for more detail in Reports.
Credits
Section titled “Credits”The Credits card shows the Client’s Available Credit. Click Add to give them credit, like for an overpayment or a discount. Open Credit History to see each credit, what’s left of it, and which Invoices it was applied to.
Quick Stats
Section titled “Quick Stats”How many Projects, Contacts, Invoices and Estimates the Client has.
Archive or Delete the Client
Section titled “Archive or Delete the Client”Use the archive and trash icons at the top right of the page. See Archiving, Deleting and Restoring Clients.