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Learn how to setup your clients and their contacts in order to be able to setup the rest of your account.
How do I add a new client?
In order to add a new client you need to go to Clients → Add Client and enter the client details. Admins and users who can create projects are the only ones that can add new clients. NOTE: You can associate
How do I add a contact to a client?
Each client can have one or multiple contacts. Those are stakeholders (PMOs, sponsors, vendors, etc.) that need to be aware of the project progress. In order to add a new one, you need to go to the desired client in the **Clients These contacts can be used when sending estimates, invoices, or late payment reminders. You can also add notes and grant them access to the client portal
How do I archive a client?
If you completed the projects for one of your clients and won’t be doing any new ones for a while, you can archive that client in order to declutter your clients list, but still keep their data. Go to Clients → Select a client → Click on the client status and select Archive. After that, you will be able to view archived clients by clicking on Show (eye icon) in the second col
How do I delete a client?
In order to delete the client you need to go to Clients → Select the desired client → Click on the trashcan icon. NOTE: When deleting a client, all the projects and time entries will be deleted as well. The invoices, estimates, expenses and reports associated with that client won’t be deleted. If you wish to keep all their data, a be
How to set the default invoice terms for your clients
When sending invoices to your clients, most of them have the same invoice terms (due date interval), which can be set by clicking on Your profile picture (bottom left) → Company settings → Project accounting → **Invoicing If some clients have a different due date interval, you can go to Clients → Select the desired client → Edit Client → Default invoice terms and c
How do I export my Client list?
You can export the list of your clients as a CSV file by going to Clients → Table view → Export as CSV. Before the export, you can click on the dropdown button (top right corner) and select which columns to display. You can also use Zapier or our API
What type of access do clients have?
Clients have access to their invoices and time reports via the client portal. In order to grant them access to it, please go to: Clients** → Contacts → Edit → check the Has access to the client portal option and set a password. To share the link, right click on the green client portal hyperlink, copy and send it to your clien