Clients & Projects

How to Add a Client

Step 1: Login

Log into your account (See Logging In - How to Log Into Your Account for more details).

Step 2: Add Client

Open the Clients tab and click the Add Client button.

Step 3: Create Client

Enter your client's details into the form.

1. If your client is based abroad, please tick this box or your VAT will not be correct.
2. Please select the currency your client wishes to be billed in.

NOTE: Fields marked with a * are required.

Step 4: Save Client

Click the Save Client button below the form to save your details.

Step 5: Client Added

The client will display in the Clients table to confirm it has been successfully added to the portal.

1. Edit – allows you to amend the client's details

Back to top ↑

How to Add a Project

A project is not required, however, some clients find it helpful. It is required for any foreign clients and will be created automatically.

Step 1: Login

Log into your account (See Logging In - How to Log Into Your Account for more details).

Step 2: Add Project

Open the Clients tab and click the Add Project button.

Step 3: Create Project

Enter your project details into the form.

1. Project start / end dates are for information purposes only and are not compulsory.
2. Mileage Billing Rate – the amount in pence that your client has agreed you can bill them. Leave blank if not applicable.

NOTE: Fields marked with a * are required.

Step 4: Save Project

Click the Create Project button below the form to save your details.

Step 5: Project Added

The project will display in the Projects table to confirm it has been successfully added to the portal.

1. Edit – allows you to amend the Project details.

Back to top ↑

How to Add a Rate

Adding rates will make it quicker to raise an invoice if you bill a particular rate regularly.

Step 1: Login

Log into your account (See Logging In - How to Log Into Your Account for more details).

Step 2: Click View Rates

Open the Clients tab and click the View Rates link in the navigation bar.

Step 3: Add Rate

Click the Add Rate button on the right side of the page.

Step 4: Create Rate

Enter your rate details into the form.

1. Give your rate a Description, Value and Unit.
2. You can assign this rate to as many clients as you wish. If you don't assign to a particular client, it won't be available for you to use when raising an invoice to them until you go back to rates and assign it.

NOTE: This will make it quicker to raise an invoice if you bill a standard rate frequently.

Step 5: Save Rate

Click the Create Rate button below the form to save your details.

Step 6: View Rate

The rate will display in the Rates List table to confirm it has been successfully added to the portal.

1. Edit – click this link to amend the rate details

Back to top ↑