Clients
Add client information for professional invoices.
Overview
Clients store contact and billing information that appears on invoices. Link clients to topics so their details auto-fill when creating invoices for that work.
Creating a Client
- 1Go to Billing Settings
- 2Click Add Client
- 3Enter client details (see below)
- 4Click Save
Client Information
The business name as it should appear on invoices.
Primary contact person at the company.
Email address for sending invoices. You can have multiple emails.
Full business address for the invoice header.
Tax identification number if required for your invoices.
Internal notes about the client (not shown on invoices).
Linking Clients to Topics
Connect a client to topics so invoices auto-fill their information:
- 1Go to Timer Settings and find a topic
- 2Edit the topic
- 3Select a client from the Client dropdown
- 4Click Save
When you create an invoice from time entries on that topic, the client's name and address pre-populate the invoice form.
Tip
Editing Clients
- 1Go to Billing Settings → Clients
- 2Click the client name or edit icon
- 3Update the information
- 4Click Save
Updating a client's information affects all future invoices. Past invoices retain the information that was current when they were created.
Archiving Clients
When you stop working with a client:
- 1Edit the client
- 2Toggle Archived on
- 3Click Save
Archived clients don't appear in the topic client dropdown but remain visible on historical invoices.
Clients vs Categories
You might wonder whether to use clients or categories to organize by customer:
| Use Case | Recommendation |
|---|---|
| You bill each client | Create both a category AND a client |
| You don't send invoices | Just use categories, skip clients |
| One client, many projects | One category per client, one client record |