INVOICING

Clients

The Organization Owner and Admins can add people and companies an Organization collaborates with as Clients.

Go to the Add New Client button in the upper right corner of the page. Entering the Basic and Contact info is required when adding a Client. You can also enter additional information like Location and Additional info to fill out the Client’s profile.

Clients

All Clients you add will be visible as cards on the Clients page. Clicking on a Client’s card will open the modal where you’ll be able to see (and update) all available information and all invoices that have been issued for that particular Client. From the Invoices tab on the Client’s card, you can create a new invoice for the Client by clicking on the green button Create New Invoice. The third tab - Projects - shows all projects linked to that client. 

A Client can be deleted from your Client base by clicking on the Client’s card and then on the Delete button.

 

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Invoicing