Clients Overview

Overview

Within Hubstaff, Clients cater to two primary functions:

  • For organization purposes, to categorize which projects belong to which Clients
  • To invoice time tracked towards Clients, in conjunction with our invoicing feature. For more information about how to invoice your clients, please see our helpful guide here.

As shown below, the Clients section displays a list of your clients containing their budget details.

 

Table of Contents

 

 

How to add a new client

Step 1

First, navigate to the clients section by clicking on Clients from the menu bar.

Step 2

To add a client simply press the Add client button.

Step 3

A pop up window will appear where you can enter the details of your new client. These include:

  • The name of the client, that will appear within Hubstaff and on outgoing invoices
  • The email address belonging to the client, where invoices will be sent
  • The address of the client, to which invoices will be addressed
  • Selecting projects that will be categorized under to the client
  • The last 2 options relate specifically to invoicing. A notes section, which will add a customized note to invoices created for this client. And a net terms option, defining the amount of days invoices must be paid once created for this client

To finalize creating a new client press Save.

How to edit a client’s budget

Step 1

Once a Client is created, you can define a budget for them.

First, navigate to the clients section by clicking on Clients from the menu bar.

Step 2

Once you have created your client, click on the Edit Budget button.

Step 3

A pop up window will appear where you can define the budget for your client. These include:

  • The type of budget; defined by total cost or total hours
  • The type of rate; based on bill rate or pay rate
  • The starting date of the budget
  • The option to notify your organization when the budget reaches a certain percentage

To finalize the budget press Save.

How to edit or archive a pre-existing client

Step 1

First, navigate to the clients section by clicking on Clients from the menu bar.

Step 2

Click on Actions from the drop down menu as shown below.

Step 3

To edit a client click on Edit client.

This will allow you to edit factors such as the name, email address, address and the selected projects of your client.

To archive a client click on Archive client.

Archiving a client will close it and mark is as inactive.

How to restore a client

Step 1

You can restore a client by clicking on the ARCHIVED tab toward the top of the screen.

Step 2

Then select Actions > Restore client.

Please note adding clients is only available under our Premium subscription.

  • Was this Helpful ?
  • Yes   No
  • Was this Helpful ?
  • Yes   No