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Client Management

Learn how to add, organise, and manage your client database effectively.

Adding clients

Add a single client

  1. 1. Navigate to Clients in the sidebar
  2. 2. Click Add Client
  3. 3. Enter company name, contact details, VAT number, and billing address
  4. 4. Set default billing rates and payment terms
  5. 5. Click Save Client

Bulk import via CSV

Import multiple clients at once by uploading a CSV file. Go to Clients > Bulk Upload.

Client information fields

Basic Information

  • • Company name
  • • Trading name
  • • Registration number
  • • VAT number

Contact Details

  • • Primary contact
  • • Email address
  • • Phone number
  • • Physical address

Billing Settings

  • • Default hourly rate
  • • Payment terms
  • • Invoice currency
  • • Billing email

Tax Details

  • • Financial year end
  • • VAT filing frequency
  • • PAYE reference
  • • Compliance status
Pro Tips
  • Use tags to categorise clients by industry or service type
  • Search by name, VAT number, or contact details
  • Keep emails up to date for invoice delivery
  • Add notes for important reminders
Getting StartedTask Management