GuideGetting started
Adding Clients & Managing Directory.
3 min read
Build your client directory to send professional estimates, issue invoices, and track revenue per customer.
1
#Client Information Fields
Go to Clients > "New Client". You can record individual freelancers, local SMEs, or corporate clients.
- Client Name & Company Name
- Primary billing email & secondary contacts
- Phone number & billing address
2
#Client Financial Dashboard
Each client page gives you an instant breakdown of total revenue generated, unpaid invoices, and lifetime quotation acceptance rates.
- View outstanding balance owed across all invoices
- One-click action to create a new quotation or invoice for this client
- Full historical ledger of past transactions
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