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All your clients, ready to bill

Save each client once, with their contacts, billing address, tax details, logo and private notes. When it’s time to invoice, their details fill themselves in.

Get started See how it works
  • Stop retyping details
  • Invoice in one click
  • Know your best clients

Clients

Search clients…

  • Stop retyping details

    Pick a client in the editor and their name, address, VAT number and contact are filled in.

  • Invoice in one click

    Start a new invoice for any client straight from the directory.

  • Know your best clients

    See how many invoices each client has, and your top clients on the dashboard.

A complete record for every client

Everything you need to bill a client properly, in one place, plus private notes only your team can see.

  • Company name and logo
  • Contact person, email and phone
  • Billing address, registration no. and tax ID/VAT
  • Private notes

Edit client

CancelSave
HC

Harbor & Co.

Jamie Chen · [email protected]

12 invoices

Contact person

Jamie Chen

Phone

+44 20 7946 0958

Billing address

220 King Street, London W6

Company / registration no.

09876543

Tax ID / VAT number

GB 123 4567 89

Private notes

Pays within 14 days. Send invoices to accounts@, CC Jamie.

From client to invoice in one click

Search your directory, pick a client and their details land on the invoice. Or hit “Invoice” next to any client to start fresh.

  • Search as you type
  • Auto-fill in the invoice editor
  • Invoice counts per client
  • Edit or remove clients any time

Client

Har

HC Acme CorpLondon · VAT GB 123 4567 89

HB Harbor BookkeepingLeeds · 3 invoices

5 fields filled in from the directory

Bill to

Acme Corp

Jamie Chen

220 King Street, London W6

[email protected]

VAT GB 123 4567 89

Share your client book with your team

Give a teammate or your accountant access to your workspace and they see the same clients and invoices. Everyone else stays out.

  • Private workspace per account
  • Share access by username
  • Switch between workspaces
  • Remove access any time

Workspaces

NS Acme CorpYour workspace
HB Harbor BookkeepingShared by alex
RP Rivera PhotographyShared by jordan

People with access

UsernameAdd
  • caseyRemove
  • morganRemove

Lock invoices when they’re marked paid

Locked invoices can’t be edited or deleted

INV-2026-052 · Paid · Locked

One app for your whole billing workflow

Every module shares the same clients, workspace and records, so nothing gets typed twice.

Questions about client management

See all questions
What can I store for each client?

Company name, logo, contact person, email, phone, billing address, company/registration number, tax ID or VAT number, and private notes.

Do I have to add a client before invoicing them?

No. You can type client details straight into an invoice. Saving them to the directory just means you never type them again.

Can my team see my clients?

Only if you share your workspace with them under Account → People with access.