Client Management
Build and maintain a comprehensive client database. Store complete contact information, track invoice history, and manage client relationships efficiently.
Comprehensive Client Database
Store Complete Information
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Company Details
Business name, industry, size
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Contact Person
Primary contact name and role
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Communication
Email, phone, preferred contact method
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Billing Address
Complete address with postal code
Smart Features
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Quick Search
Real-time search across all fields
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Invoice History
View all invoices per client
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Invoice Count Badges
Quick invoice statistics
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Data Protection
Clients with invoices can't be deleted
Adding New Clients
Navigate to Clients
Click on 'Clients' in your team dashboard to access the client management area.
Click Add Client
Select 'Add New Client' button to open the client creation form.
Enter Client Information
Fill in all relevant details including company name, contact person, email, phone, and complete billing address.
Add Tax Information
Include tax/VAT numbers if applicable for compliance and proper invoice formatting.
Save and Start Invoicing
Save the client and immediately create your first invoice or continue adding more clients.
Client Information Fields
| Field | Description | Required |
|---|---|---|
| Company Name | Official business name of the client | ✓ |
| Contact Person | Primary contact's full name | ✓ |
| Email Address | Primary email for invoice delivery | ✓ |
| Phone Number | Contact phone with country code | - |
| Street Address | Street name and number | ✓ |
| City | City or town name | ✓ |
| State/Province | State, province, or region | - |
| Postal Code | ZIP or postal code | ✓ |
| Country | Country name or code | ✓ |
| Tax/VAT Number | Tax identification for compliance | - |
Client Portal Features
Email Delivery
Send invoices directly to client email with professional templates
Public Links
Share secure links that work without client login
Professional View
Clean, branded invoice view for your clients
Managing Client Relationships
Invoice Analytics
- • Total invoices per client
- • Outstanding balance tracking
- • Payment history timeline
- • Average invoice value
Activity Tracking
- • Last invoice sent date
- • Recent payment received
- • View history tracking
- • Communication log
Quick Actions
- • Create new invoice instantly
- • Edit client information
- • Send payment reminders
- • View all client invoices
Client Tags
- • Categorize by type (B2B, B2C)
- • Priority level indicators
- • Custom tags for filtering
- • Payment term preferences
Search & Filter Options
Search Capabilities
- Search by company name
- Search by contact person
- Search by email address
- Search by location
Filter Options
- Filter by invoice count
- Filter by outstanding balance
- Filter by last activity date
- Filter by client tags
Client Management Best Practices
Complete Profiles
Always fill in all available fields for better organization and professional invoices
Use Tags
Categorize clients for easier filtering and targeted communications
Verify Emails
Double-check email addresses to ensure invoice delivery
Regular Updates
Keep client information current to maintain professional relationships