Your clients can be managed from the Client administration panel. Navigate to Admin > Client, select a client record and either double-click the row or click the edit (pencil) icon to open the client details panel. You can also Add New Client and Import Clients using the buttons on the top right of the Client panel. Delete a client record using the delete (trashcan) icon.
Note that you can only delete a client record if it has no invoices or timesheet records associated with it. Otherwise, make the client inactive.
The client Profile panel enables you to update the basic details of a client including name, address, phone numbers, ABN, and Client Since date.
The Client Project tab lists the projects linked to the Client.
Details, Addresses, Contacts, Invoice Recipients
Additional Client tabs enable you to update invoice details, bill-to and deliver-to addresses, client contacts, and invoices recipients.
Client Simple Setup Mode
TimeSite Pro requires that a Client — Project — Task hierarchy be created in order to save a timesheet record for the client or project. The Simple Setup Mode provides a shortcut that enables you to create this hierarchy in one step when creating the Client record. To enable this feature, go to Settings > Features > Misc > Enable simple setup mode. This will add an additional feature to the Add Client panel.
You can enter the associated project and project tasks when creating the client record. Click on Save and you will then be able to complete the setup of other client details, and then move on to the associated project record.
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