Clients
People and companies you bill, with contacts and locations.
Overview
Clients are the foundation of your workflow. Every invoice, quote, payment, and portal login belongs to a client. Add contacts for different people at the same company, and keep billing addresses and shipping locations organized.
Adding a client
From Clients → New Client, enter the business name, primary contact, email, phone, and address. Set currency, language, and payment terms if they differ from your company defaults.
Contacts and the portal
Each contact can receive emails and sign into the client portal. Give Accounts Payable and project managers separate contacts when they need different access.
Client settings
Override tax, currency, invoice design, and payment terms per client when a relationship needs special handling without changing your global defaults.