Pages
Clients
Our Clients page is where you can manage your clients (or your customers, but we'll refer to them as "clients") and their information. You can create new clients, edit existing clients, and delete clients from this page.
The initial Clients page will take you to a screen to add a new client, with a list of your existing clients provided to the side.
Mobile User?
If you don't see your list of clients, click on the "< Clients" button below the top navbar!
New Client
To send you on your way as quickly as possible, we just ask for the business and contact name of your client.
Edit Client
You can edit your client's information by clicking on your client from your clients list.
General Information
Here we have the business's name, as well as allowing you to add a link to the company's logo to add some additional customization when glancing at your clients list.
Contact Information
Here we have space to fill in your contact's name, email, and phone number for your client.
Address
Pretty straightforward, here we have space to fill in your client's address.
Contact Email & Address
Although you can edit your client's contact email and address on each invoice, setting it here will fill in the fields for you when creating new invoices and selecting the client in question.
Projects
Here you can view all the projects you work on for your client. You can also create new projects, edit existing projects, and delete projects from this page. Currently, this helps provide a clearer description when creating time entries and invoices.
Services
Here you can view all the services you provide for your client. You can also create new services, edit existing services, and delete services from this page. Not only does this helps provide a clearer description when creating time entries and invoices, but by setting the default rate for a service, you can save yourself some time when creating invoices.
Along with that, you can set whether the rate is hourly or fixed. If the rate is hourly, this service will show up when entering time entries. If the rate is fixed, this service will show up when creating invoices.
Worried about Deleting?
No fret!
- Projects & Services? Your time entries and invoices will remain unchanged if you end up deleting a project or service. We'll just remove the project or service from the list of options when creating new time entries and invoices.
- Clients? Related time entries to a deleted client are deleted along with the associated client, though existing invoices will persist.