Clients Overview


This video is divided into chapters, to skip directly to the Clients section, please click here

Overview

Within Hubstaff, the Clients feature caters 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.
Adding clients is only available on Premium and Enterprise plans.

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 client section by clicking on Clients from the menu bar.

To add a client simply press the Add client button.

Step 2

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 client section by clicking on Clients from the menu bar.

Once you have created your client, click on the pencil icon beside the budget.

Step 2

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
  • Option to include Non-billable time.

To finalize the budget press Save.

How to edit a pre-existing client

Step 1

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

Click on Actions and then Edit.

Step 2

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.

How to archive a client

Step 1

To archive, navigate to the client section by clicking on Clients from the menu bar.

Click on Actions and then Archive.

Click OK to archive the client.

How to restore a client

Step 1

You can restore a client by going to the Client page and then click the ARCHIVED tab.

Then select Actions and Restore client.

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