Add a client account
Keep each client's people, work, quotes and invoices together.
For organization managers· 1 min read· Updated Oct 15, 2026
Add a client
- Go to Accounts (called Clients in Basic mode).
- Add the client organization.
- Add the people you deal with there under Contacts.
What connects to a client
- Projects: longer-running work made up of many events
- Quotes: priced proposals you send before the work
- Invoices: what you bill and what's still outstanding
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