Projects & Clients
Creating a client
Client companies, contacts, tax, and currency.
A client is the company (or person) you bill. From Clients → New client, you can set:
- Company name and contacts (used for sending invoices and, if you use the client portal, for portal access — see Client Portal).
- Tax rate and currency for that client's documents.
Deleting a client
Deleting a client shows how many linked records (projects, invoices) would be affected first — there's no accidental one-click destruction of a client with billing history attached.
Adding a project
From a client's page, use Add a project to create a project for them directly, without navigating away and losing context.
Clients are listed alphabetically everywhere they appear in a picker or list, so a growing client list stays easy to scan.