How do I add clients to Hubstaff?

Adding a client allows you to bill your customers for hours worked within your Hubstaff organization. The clients you create here will be connected directly with the invoicing feature. Please click here to read how to invoice clients.

Table of Contents

  1. Creating Clients
  2. Editing Clients
  3. Archiving Clients

Creating Clients

Step 1

Click on the Clients tab on the left sidebar and then select Add client.

Step 2

You can add the information of the client on the following tabs.

A. GENERAL tab houses the client’s Name and the Address.

B. CONTACT INFO tab houses the client’s Phone number and Email address/ addresses.

C. PROJECT tab houses the client’s associated projects.

D. BUDGET tab is an optional field you can associate a budget for the client. You also have the option to add non-billable time by enabling that setting.

E. INVOICING tab you can add the notes shown on invoices, and your Net Terms (toggle the switch on Net Terms if you have these details defined on the organization settings and then hit Save.

 

Editing Clients

Step 1

Navigate to Clients on the sidebar menu.

Step 2

Next to the client name, click on Actions > Edit client to modify your client settings.

 

Archiving Clients

Step 1

Navigate to Clients on the sidebar menu.

Step 2

Next to the Client name, click on Actions > Archive client to remove the client from the current client list. Note that when a client is archived, their information is not deleted or removed and you can restore the client any time.

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