Clients, contacts, and tasks

Add clients and contacts

Keep client billing details and invoice recipients connected in one place.

Add a client

1
Open Manage → Clients
Choose New client.
Open this page
2
Enter client details
Add the client name and optional address. Choose an available preferred currency or use the account default.
3
Save
The client becomes available for projects, contacts, invoices, and retainers.

Good to know

Client currencies available today are USD, EUR, GBP, CAD, AUD, and JPY. The workspace-wide default preference currently offers USD only.

1
Choose Add contact
Start from a client row or open the new contact page.
2
Choose the client
Add first name plus any last name, email, title, office, mobile, or fax details.
3
Save
No email is sent. Contacts with email addresses become available when sending invoices and scheduling reminder emails.

These links open the relevant product page. Sign in first if the workflow belongs to your workspace.

Keep going

Create many clients from a simple two-column spreadsheet export.

Deliver an invoice to client contacts and understand the secure public view.

Track advance client funds and the invoices created when money is added.