Clients

Every business you work with lives here — one record per client, and every opportunity, quote, proposal, contract, invoice, and project you create attaches back to it. Clients is the anchor the rest of the app hangs off of.

The client list

The four cards at the top summarize your whole client base for a selected window (30d / 90d / YTD, switchable top-right):

1. Total clients

   How many clients you have, how many are active, and how many have gone stale (no activity in 45+ days).

2. Cash in

   Payments collected from clients in the selected window, against the window before.

3. Forecast (next 30d)

   Expected income from recurring and scheduled invoiceable work already set up on active Projects.

4. Open receivables

   Everything currently unpaid, and how many clients owe you. The same total as Receivables.

The bar underneath splits clients by how recently you were in touch: active in the last 14 days, 15–44 days, and quiet for 45 days or more.

The table lists each client with their primary contact, what they owe (and how many invoices are overdue), recent activity and revenue, and a Next action — "Collect payment" when there's something due, "Nothing due" when they're healthy. Search by name, email or tag, Export CSV, and choose how many rows to show.

Clients are created for you when an opportunity is won, a package is bought, or you add one while making an invoice. New Client adds one by hand.

Creating a client

New Client opens a guided, four-step flow:

1. Identity

   Client name (shown throughout the app and on documents), an internal label for grouping and reporting, an optional slug, and tags.

2. Primary contact

   Who invoices and messages go to — role, company, contact name, email, phone and mailing address.

3. Billing address

   Address and currency defaults used on new documents for this client.

4. Create

   Review everything on one screen, then create.

A client's page

Click a client to open their workspace: everything you have with them, and what to do next.

• At the top — the client's status, New quote, New invoice, a More menu, and edit. Four cards: Total invoiced, Outstanding (and whether any of it is overdue), Open quotes, and Active projects.
• Activity — a timeline of everything with this client: invoices created and paid, projects started, documents sent. An overdue invoice shows with Draft reminder. On the right, Client essentials (primary contact, billing address, autopay and reminders) and Quick actions to create a quote, invoice, proposal or contract, or open the client portal.
• Billing — see below.
• Projects — the client's projects. A client doesn't need one: quotes, invoices and packages all work without a project. Start a project when you want to track delivery.
• Contacts and Addresses — every person and address, with a primary one used by default on new documents and reminder emails.
• Settings & PDF — name and label, PDF preferences for this client's documents, and client portal access.

The Billing tab

• Invoices — what's unpaid, by how long it's been due (0–30, 31–60, 61–90, 90+ days), and the client's invoices.
• Reminders — switch automatic overdue reminders on or off for this client.
• Autopay — whether the client pays automatically, with which card or bank account, and when they signed up. Email a link to change it, Copy link, or Turn off autopay; and whether to offer autopay and when to charge, if this client should differ from your workspace defaults. See Late fees & autopay.
• Credit — the client's credit notes and unused credit, ready to apply to an invoice (see Credit notes).

The client's own late fee terms — your defaults, none, custom terms, or terms from a signed contract — are set with the edit (pencil) button at the top of the page.