Adding a client is simple – go to Clients in the sidebar, click New Client, and enter their name and email. That is all you need. Address and phone are optional.

You can also create clients inline when making an invoice, or import clients in bulk from a CSV file.

Each client has a profile page showing everything at a glance:

Generate a statement showing all invoices and payments for a client over a date range. Open the client, click Statement, select the date range, and view on screen or download as PDF.

Save your commonly used services or products so you do not have to type them every time.

Go to Items and Services in the sidebar, click New Item, enter the name, description, price, and tax rate. When creating invoices, select from your saved items instead of typing from scratch.

Track projects, assign costs, and see profitability per job.

Pro plan only.

Log billable hours and generate timesheets.

Organise your data with custom tags. Go to Tags in the sidebar, create tags (e.g. “Urgent”, “Recurring client”, “Project Alpha”), and apply them to invoices, expenses, and clients. Filter lists by tag and bulk-apply tags to multiple items. Pro plan only.