Clients

To invoice clients, you must setup new clients and contacts in TimeTrex. Follow the steps below to add a new client.

• Click Invoice, then click Clients in the main menu.
• Click New in the button bar.
• Complete the fields in the tab.
• Click Save to save the changes or click Cancel to discard the changes.

See the Basic Operation section for details on viewing, adding, editing and deleting.

 

Client Tab FIELD DESCRIPTION Parent If the client is a subsidiary of another company that is already a client, select the parent company from the drop-down. If the new client is a subsidiary of another company that is not a client, leave this field blank. Status Select the status for the new client from the drop-down box. STATUS DESCRIPTION Active The client is active. Hold The client is on hold for some reason, such as credit approval. Inactive The client is inactive. Cancelled The client has cancelled. Expired The client record has expired. Group If the client is part of an existing group, select the group from the drop-down. If this is the first client, select the Root group. Client Name Enter the client's name. Industry Select a standard NAICS top level industry. Sales Contact Select the sales contact's name from the drop-down. Support Contact Select the support contact's name from the drop-down. Website Enter the URL to the website. Note Enter any relevant information about the client. Tags Enter descriptive tags, separated by a comma.