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Help Project Managers

Adding a client

If you bill clients for project work, or track costs per client, you’ll need to set up client profiles in your system. Use the procedure below to add a single client.

If you’re adding multiple clients, consider using our import tool to add new clients.

Adding a client

To add a client:

  1. Select Clients from the side menu.
  2. Click the icon located at the bottom, right-hand corner of the page.
  3. In the dialog that displays, enter the client’s name and select the client manager (or select No Client Manager).

You will be assigned as the client’s manager by default, since you created the client, though you can change this.

  1. Click Add Client.
  2. Update information for the client, if necessary - see the section below for details.

What information is included in client profiles? 

You can add and edit the following information in client profiles:

Basic details:

  • Client manager
  • Co-managers
  • Client representative
  • Client custom fields
  • Contact info

Billing card (invoice defaults):

  • Billing term
  • Bill line item by
  • Invoice currency
  • Tax profile
  • Invoice template
  • Description (customer)
  • Notes (Internal)

These fields will automatically populate newly-created client invoices.

Rates card

  • Project, Role, and Resource billing rates for the client

Documents card

  • Documents or URLs related to the client

Updating client information

To update information for a client:

  1. If you’re editing an existing client, go to Clients > List and select the client to edit.
Click the Edit button located in the top, right-hand corner of the page.

The Clients page for the client displays.

If you’ve just created a client, an editable version of this page displays automatically.
  1. Click the icons in each card to update information in the Basic Details or Billing cards.
  2. Click Rate Type in the Rates card to add Project, Role, or Resource rates.
  3. To upload a document or attach a web address for a file associated with the client, click the File/Web Address button in the Documents card.

  1. To view and edit projects for this client, click the Projects tab.

  1. To bill the client, apply payments, create credit memos, or view or edit an existing bill, click the Billing & Invoicing tab.

FAQs

Do I have to specify an invoice currency?

No. If you specify no currency, your system's base currency will be selected by default on all invoices, but you can change this to any currency in your system.

Related links

Adding a project
Billing a client