Clients

Clients are essential for the invoice creation process and managing your business relationships effectively. The Clients feature in Flowtly serves as a central hub for managing all client-related information and interactions. This feature allows you to maintain a detailed database of your clients, including critical contact information, billing preferences, communication history, and financial records. By centralizing client data, you ensure accuracy, streamline operations, and enhance your ability to serve your clients efficiently.

Example use cases

• Onboarding New Clients: Create a comprehensive profile for a new client, including all necessary contact and billing information, to prepare for invoicing.
• Managing Client Communications: Track communication logs and specific preferences for each client to maintain strong business relationships.
• Generating Invoices and Reports: Easily pull client data to generate accurate invoices and financial reports related to their transactions.
• Updating Client Information: Quickly update contact details, payment terms, or other client-specific information as it changes.

Related pages

• Transactions management
• Bank Accounts
• Contractors
• Costs Control

App routes

• Open /transactions