Clients

Keep every client with their income, costs and profit, and see which relationships really pay.

Step by step

Open Clients
Each card shows a client's income, expenses and profit. Switch between cards, list and table with the view buttons.
Add a client
Click New Client and enter the name, company, contact details, status and category.
Open a client
Click a client to see their profit and margin, every transaction, their files and notes.
Set a spend cap
Use Set budget on a client card to cap how much you spend on that client each month.
Close finished work
Close a client when the work is done. Their history stays safe and you can reopen them any time.