Clients are the spine of everything else in Billable — projects hang off them, invoices are addressed to them, and their history is what you reach for when something needs settling.
Step by step
- Add the client — Save their name and details in one place. From then on, every invoice and quote you raise for them starts out already addressed.
- Add notes and a status — Record the context that matters: billing contact, payment habits, anything you would otherwise try to remember. Set a status so live clients are easy to tell from finished ones.
- Find them fast — Search cuts straight to the client you want, which matters more than it sounds like it should once the list is long.
- Open a client for the full picture — Their projects and invoices sit on the record itself, so “where are we with this client” is one click, not a hunt through folders and old email.
Worth doing early
- Attach the signed contract to the client record if it covers all of their work, or to the individual project if it does not.
- Keep one client record per paying entity. Two records for the same business is how invoice history quietly splits in half.