How to Use Clients

Maintain client records for projects and invoicing — track contact details, billing status, and outstanding balances in one list.

Clients overview

1. Open Clients

   Go to Clients under Manage in the left sidebar. The badge shows how many clients you have (for example, 13). Switch between Active and Archived, search by name, and click + Add Client to create a record.

   

2. Read the client table

   Each row is one client:

   • Clients

     Avatar initial and full name — used when selecting a client on Projects and Invoices.

   • Email

     Primary contact email for invoices and communication.

   • Status

     Billing state such as Not Invoiced Yet — updates as you send invoices from Manage → Invoice.

   • Outstanding

     Amount owed or Settled when nothing is due — hover the header info icon for definitions.

   • Action

     View (eye), Edit (pencil), and Delete (trash) — prefer Archive via the Archived tab instead of delete when you need history.

Add a client

1. Client Information form

   Click + Add Client. Required fields are marked with *. Click Add Client to save or Cancel to go back.

   • Client Name (required)

     Legal or display name (for example, Acme Corporation) — appears on invoices and project records.

   • Email Address (required)

     Used when sending invoices and for client-facing communication.

   • Phone

     Optional — country code selector and number for your CRM records.

   • Office Location

     Optional — city or address note for internal reference.

   You can also add a client inline when creating an invoice — click + Add Client on the Create Invoice screen.

   

Use clients across Staffic

1. Projects

   When creating a project, choose the client under Select Client so time and budgets roll up to the right account.

2. Invoices

   Every invoice must have a Client — filter the invoice list by client name and watch Outstanding on this page for collections.

3. Archive inactive clients

   Move finished relationships to Archived instead of deleting so past projects and invoices stay searchable.