Clients

Workspace administrators can define typed client custom fields in Organization → Forms & modules. These appear when adding or editing a client, on the detail page and in client search. Required custom fields must be completed when creating a client or saving its custom fields.

Who you bill.

Who can use this page

Permission needed: View clients (view_client).

Roles that have it by default: Finance Manager.

To make changes: Add clients (add_client). Roles: Finance Manager.

Superusers can always open it. Your administrator can also give the permission to a custom role.

Clients lists the companies and people you bill. Search by name, email or phone.

• Add a client: select Add client. Enter the name, address, country, phone and email, the invoice currency (any currency; new invoices for this client start in it) and a bank account.
• Open a client: select it to see its totals (total invoices, total billed, overdue), its contacts, and its invoices.
• Contacts: add the people at the client who receive invoices. They appear in the picker when you email an invoice.
• Archive or delete: archive a client you no longer bill; an archived client shows a notice and can be restored. Delete removes it.

Select Create invoice from a client to start an invoice for them.

List and table controls

Search updates the list as you type. Clear search removes only the search text; Clear filters resets the list. Counts and pagination reflect the complete client list. Open a row to see its details.