Clients

Keep clients in one place, attach projects to them, and use them in reports and invoices.

Overview

Clients represent the people or companies you bill. Projects can be linked to a client so time rolls up correctly when you run reports or build an invoice.

Create a client

1. Open Clients and start a new client.
2. Enter the client name and any details your team stores (such as address or notes).
3. Optionally attach existing projects to this client during creation.
4. Save the client.

Edit a client

1. Open the client from the list.
2. Update name, details, or linked projects.
3. Save your changes.

Archive and unarchive

1. Archive a client when you no longer work with them but want to keep historical data.
2. Switch the list between active and archived clients to find them later.
3. Unarchive if the relationship starts again.

Clients and projects

Linking a project to a client helps reports and invoices stay organized. You can move a project between clients when your admin workflow allows it.

Who can manage clients