Clients
Who you work with, and what they owe.
Clients needs a one-time database update: run supabase/schema_v64_clients.sql (after v62 and v63).
The lead pipeline needs a one-time database update: run supabase/schema_v66_lead_pipeline.sql. Until then, every client shows as an Active Client.
| Client | Contact | Stage | Invoices | Billed | Outstanding |
|---|
No clients yet
Add a client to start linking invoices to a real record instead of typing their name each time.
An invoice shows up here once it has been sent and unpaid for 5 days or more. Nothing is sent automatically, drafting and sending is always your call.
Nothing needs a follow-up
Every unpaid invoice sent 5+ days ago will show up here.