Clients
Clients are the billing entities that deals and payments roll up to — companies or individuals with their own contacts, currency, and deal history.
Client Directory
Open Deals → Clients to see every client with their auto-generated number, type (Company or Individual), and primary contact. Search matches name, client number, phone, and email. Click a row to open the client’s detail page.
Creating a Client
Open the Client Form
Click “New client” in the directory — or the + button next to the client picker while creating a deal.
Fill in Client Details
| Field | Description |
|---|---|
| Name | Company or person name |
| Type | Company or Individual |
| Default currency | Suggested currency for the client’s deals |
| Primary contact | Main person you deal with |
| Emails / Phones | One or more of each, comma separated |
| Notes | Free-form context |
Save
Click “Create client”. The client is immediately available when creating deals.
Client Detail Page
Each client page shows:
- Profile — logo or photo (click the camera button to upload), type badge, and client number
- Contact card — primary contact, emails, phones, default currency, billing address, and notes
- Deals — every deal for this client with status, payment badge, received, and outstanding amounts; click through to any deal
Use “Edit” to update details at any time.
Archiving a Client
Click the archive button on a client’s row in the directory to retire it.
Archiving is blocked while the client has active deals — close or cancel the deals first. Archived clients keep their history and show an Archived badge.