Client management
Everyone you sell to, with what they owe. Each client is one record that collects every quote, invoice and receipt you make for them.
What you can do with clients
- One record per client, created the first time you put their name on a document.
- Later documents with the same client name link to the same record.
- Every document for the client in one list.
- Amount outstanding per currency, never converted into a single misleading total.
- Filter the client list by name.
- Search, read and create clients through the API and MCP.
Questions
Is it free?
Yes. Creating and editing clients is free. You pay per module for actions such as issuing and sending documents.
Can a client be billed in more than one currency?
Yes. Their balance is shown separately for each currency.
Keep everything you make
Sign in with your email and your drafts become documents in your own business, with clients, payments and books alongside.