Clients
One shared client list, used across CV Builder, Jobs, and Projects.
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← Back to Clients
Received and Paid — Last 12 Months
Outstanding
They Owe
—
You Owe
£0.00
Overall They Owe
—
All Time Totals
Received
—
Paid
£0.00
Balance
—
| Project # | Project | Status | Budget | Actions |
|---|
| Invoice # | Date | Project | Amount | Status |
|---|
Invoice Documents
Every invoice on file for this client, from media/Income and Expenses.
| Invoice No | Job No | Date | Amount | Payment | Tax Year | Actions |
|---|
Feature coming soon.
Feature coming soon.
| Estimate # | Date | Project | Total | Actions |
|---|
Feature coming soon.
Feature coming soon.
Account
Their Link
Shown once here so you can copy it — after saving, only the client has it.
On this demo: email is switched off. Save a password,
then copy the link below and open it in a new tab to see exactly what
your client sees.
Files
| Title | Description | File | Type | Size | Actions |
|---|
Emails Sent
| Sent | To | Message | Files | Password |
|---|