Managing Clients

Clients are essential for organizing your billable work and generating invoices. Each client can have their own default rate and billing preferences.

Adding a New Client

You can add clients from multiple places:

• Invoicing Hub — Click "Add Client" in the header
• Project Settings — Click the + button next to the client dropdown when enabling billing
• Timesheets — When prompted about missing client assignments

Client Information

When creating a client, you can provide:

• Client Name (required) — The company or individual's name
• Email — Contact email for invoices
• Address — Billing address shown on invoices
• Default Rate — Hourly rate in dollars
• Billing Mode — Hourly, Fixed Fee, or Mixed

Billing Modes

• Hourly — Bill based on tracked hours × rate
• Fixed Fee — Bill a set amount regardless of hours
• Mixed — Combine hourly and fixed-fee line items

Linking Clients to Projects

Once a client is created, you can assign them to one or more billable projects. All sessions tracked under those projects will automatically be associated with that client in your timesheets.