Clients
The Clients list is where you keep the organisations you sell to. A client record holds the company’s details, the people who work there, and a single view of all the work you’ve done for them — quotes, jobs, invoices, POS sales, and conversations.
Key fields
Section titled “Key fields”| Field | Purpose |
|---|---|
| Name | Company name as it appears on quotes, invoices, and statements. |
| Email, Phone, Website | Primary contact channels. |
| Address | Used on invoices and for reference. |
| Default Markup (%) | Applied when you create a Quote or Job for this client — saves entering it line by line. Individual lines can still override it. |
| Default Currency | Used when billing this client. Quotes, jobs, and invoices default to this currency. |
| Sector, Revenue, No. Employees | Optional profile fields useful for reporting and segmentation. |
| Source | How the client came to you — referral, campaign, walk-in, etc. |
| Social profiles | LinkedIn, Facebook, Instagram, X, YouTube, TikTok, Pinterest. |
| Notes | Freeform internal notes. |
What the Client drawer shows
Section titled “What the Client drawer shows”Opening a client shows tabs for everything tied to them — contacts, estimates, quotes, jobs, purchase orders, invoices, POS sales, sales activity, social messages, and tasks. You can jump straight into any linked record, see outstanding balances at a glance, and keep the full history of the relationship in one place without moving between sections.
Available Credit
Section titled “Available Credit”The Available Credit field at the top of the client drawer shows the client’s customer-credit balance — money they have on account to apply against future invoices, POS tabs, or refunds. The balance updates whenever credit is granted (e.g. an event deposit converted via Convert to Customer Credit on a paid invoice), drawn down (apply credit on an invoice or POS tab), or forfeited.
When the balance is non-zero, a Forfeit button appears next to it. Clicking Forfeit opens an inline form with the full balance pre-filled and an optional Notes field. Confirm to post a journal that moves the forfeited amount from Customer Credit (2300) to Customer Credit Forfeiture (4300) revenue. Use this when an event deposit’s minimum spend was not met and the unused portion is non-refundable, or when a credit otherwise needs to be retired without a refund.
Typical things you’ll do
Section titled “Typical things you’ll do”- Add or update a client — fill in the fields in the drawer and save.
- Link contacts — add the individuals you deal with at the company (see Contacts).
- Raise work — create a Quote, Job, or Invoice from the client drawer; the new document is prefilled with client details and currency.
- Send a statement — open the client, review outstanding invoices, and issue a Statement of Account.
- Log activity — record a call, meeting, or email as a Sales Activity entry against the client.
- Archive a client — hide clients you no longer work with while keeping their history intact for reporting.