Client Contacts and Billing Details

Each client record includes contacts, billing details, and payment preferences that automatically populate invoices.

Add contacts

1. Open the client record.
2. Go to the Contacts tab.
3. Click Add Contact.
4. Enter the contact's name, email, phone, and role (e.g., "Billing," "Project Manager").
5. Click Save.

You can add multiple contacts per client. The primary billing contact's email is used as the default invoice recipient.

Set billing details

1. Open the client and go to the Billing tab.
2. Enter the billing address (used on invoices).
3. Set default payment terms (e.g., Net 15, Net 30, Due on Receipt).
4. Optionally, set a default currency if this client uses a different currency than your organization default.
5. Click Save.

These defaults are applied automatically when you create an invoice for this client. You can override them on individual invoices.

Tax information

1. On the Billing tab, enter the client's tax ID (VAT number, EIN, etc.) if applicable.
2. This appears on invoices for the client's records.

Tip: Setting up complete billing details for each client saves time when creating invoices — all fields are pre-filled automatically.