Bill Engine icon

Clients

A client is a person or an organization for whom you do work or otherwise associate with your projects, invoices, and payments. Projects are the basis of the Bill Engine workflow, and clients are the people or companies for whom you create projects.

All of your clients are listed in the Clients section that you can access from the Manage Bar. When you select a specific client in the Clients section, you can view his/her contact details, unpaid amounts, and the lists of all the projects and invoices associated with that client. You can also add new projects and invoices directly in the Clients section.

Clients can be sorted by type (company or person), alphabetically by name, or according to their payment balance. To change the sorting order, click the header at the top of the client list and choose your preferred sorting order.