Overview

Flowtly Editorial Team1 min

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.

Connection map

Refers toUses upPart ofDerived from
Documented hereDocumented elsewhere
invoice billed to counterparty. invoice taxed by tax-group. cost spends against budget. cost owed to counterparty. bank-transaction reconciled to invoice. contract schedules payment-schedule-line. contract attached to budget. budget covers project. invoice billed from project. project linked to budget. lead becomes counterparty. deal sold to counterparty.billed totaxed byspends againstowed toreconciled toschedulesattached tocoversbilled fromlinked tobecomessold toIInvoice — A sales document issued to a client: line items, dates, tax. It is created, reviewed, previewed and then sent.InvoiceCCounterparty — The other side of a financial document — a client billed, or a supplier owed.CounterpartyTTax group — The tax treatment applied to a line, so rates are set once rather than per document.Tax groupCCost — Money the organisation owes or has spent, tracked against a budget.CostBBudget — The financial envelope an engagement is measured against — what was planned, versus what has actually been spent.BudgetBBank transaction — A movement on a connected bank account. Matching it to an invoice or a cost is what makes the books agree with the bank.Bank transactionCContract — The financial terms of an engagement: a structured set of payment schedule lines, in one direction or the other.ContractPPayment schedule line — One dated amount on a contract, in a direction — money owed to a supplier, or due from a client.Payment schedule linePProject — The core organizational unit for a business initiative, client engagement or internal work. Everything tracked — time, cost, invoicing, profitability — hangs off one.ProjectPProspect — A company you are working but that is not a customer yet. It sits at New, Contacted or Qualified, and everything done to it is logged against it.ProspectDDeal — A sale in progress: a customer, an amount, and the stage it has reached. It cannot exist without a customer, and its stage is never blank.Deal