Managing Clients

Adding a new client

1. 1

   Go to Clients in the left sidebar.

2. 2

   Click "New client" in the top right.

3. 3

   Enter the client's name (individual or company).

4. 4

   Add their email address - required if you plan to send invoices or estimates by email.

5. 5

   Add their billing address if you want it to appear on invoices.

6. 6

   Optionally add a phone number and internal notes.

7. 7

   Click "Save client".

Client fields explained

• Name - shown on all invoices and estimates. Can be a person or a business.

• Email - used for email delivery and client portal access.

• Billing address - appears on the invoice for record-keeping.

• Notes - internal only. Useful for reminders about billing preferences or project context. Not visible to the client.

Viewing client history

Click any client in the Clients list to open their profile. From here you can see:

• All invoices associated with this client and their current statuses.

• Total billed, total paid, and outstanding balance.

• All estimates created for this client.

• Payment history with dates and amounts.

• Any attachments or notes on file.

Editing client details

To update a client's information, open their profile and click "Edit client". Changes you make apply to future invoices. Invoices that have already been created are not retroactively updated.

The client portal

Every client has access to a client portal - a secure, personalized page where they can see all their invoices and estimates, make payments, and download receipts. Clients log in via a magic link sent to their email - no password or account creation required.

• Magic link login - clients click a link in their email to access their portal securely. No account or password needed.

• Invoices tab - all invoices in one place with current statuses and pay-now options.

• Estimates tab - clients can review and approve or decline pending estimates directly from the portal.

• Payment history - a complete record of every payment made, with downloadable receipts.

• Attachments - files shared on invoices are visible and downloadable here.

• Clients can update their own billing details.

Sharing the client portal link

1. 1

   Open the client's profile page.

2. 2

   Find the "Portal link" section.

3. 3

   Copy the link and send it to your client.

4. 4

   When the client clicks the link, they'll receive a magic link email to log in securely.

5. 5

   Your client can bookmark the portal for future reference - it always shows their latest invoice and payment status.