Customers & catalog
Clients
A client is a customer you do business with. Invoices and contracts are always for a client; proposals and payments can be linked to one.
You don't have to create a client before taking a payment. When someone new pays you, a client is created for you from the payer's details. A payer whose email matches one of your clients is linked to that client instead.
How records link to a client
What a client holds
Contact and billing details
Name, email, phone, company and a billing address that is printed on the invoices you send the client.
Payments and projects
Get client returns what the client has paid you in total and this month, their pending and overdue invoice amounts, and their projects in progress.
Your own labels
A status, tags, a role and an internal note. List clients can filter by status and tag.
Deleting a client
Delete client moves the client and its projects to the trash. Nothing is erased: Restore client brings them back.
Required API-key permissions
client.read— list clients and get a client.client.create— create a client.client.update— update or restore a client.client.delete— delete a client.
All four are in the default client permission group, so new keys have them.