Every client, every balance, one screen
One list for every client you bill, split into Active, Inactive, and Overdue, with the outstanding balance sitting right next to the name. No digging through invoices to find out who owes what.
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Somewhere between a spreadsheet and your inbox, client details go stale
A contact's email lives in one place, their payment terms in another, and whether they actually paid last month's invoice is a mystery until you go check. Clients keeps every client's contact info, currency, payment terms, and outstanding balance on one record, current the moment an invoice is sent or paid.
How it works
Add a client once
Contact info, address, currency, payment terms, and language, all set on the client record.
Everything routes through it automatically
Pick the client on an invoice or estimate, and their currency, terms, and details fill in on their own.
See who owes what at a glance
Outstanding balance sits right on the client list, no opening individual invoices to check.
Filter to what needs attention
Jump straight to Overdue clients, or filter Active versus Inactive, instead of scrolling the full list.
Active, Inactive, Overdue, filtered in one click
Illustrative example with fictional data
Built for anyone juggling more than a few clients
Questions
How is a client marked overdue?
Automatically, once one of their invoices passes its due date unpaid. No manual flagging required.
Can each client have their own currency and payment terms?
Yes, currency, payment terms, and language are all set per client and apply automatically to their invoices and estimates.
What happens to old or one-off clients?
Mark them Inactive to keep them out of your active list without deleting their history.
Is client management included in the $7.95/month plan?
Yes, unlimited clients, included at the one flat price.
Pairs with Multi-Currency Invoicing for currency set per client, and Invoicing and Quotes for the documents you send them. See how it fits a freelance workflow in Why Billbooks for Freelancers, or try the free invoice generator first.