Skip to main content

 50% OFF for 3 Months — Limited Time Only

Claim Now
X

Create and Manage Client Profiles

Hannah
Updated

Organize client details to streamline invoicing, payments, and relationships.

Client profiles are essential for maintaining organized business relationships with your customers, collaborators, and vendors. Each profile stores crucial details such as names, contact info, addresses, and transaction histories—helping freelancers and businesses save time, improve invoicing, manage deadlines, and strengthen relationships.

Follow the steps below to create and manage client profiles effectively.

 

How to Create a Client Profile

General Information

Accounting Information

Step 1: From the dashboard, click on the Clients tab in the left-hand navigation panel. 

Step 2: Click the + New Client button to start creating a new client profile.

Frame 18.png

General Information

Step 3: On the General Info tab, input the client’s information

  • First Name
  • Last Name (if applicable)
  • Email
  • Company (if applicable)
  • Phone Number (if applicable)

image 253 (1).png

Step 4: Add Address Information

  • In the Address section, enter the client’s billing address.

image 254.png

  • If the shipping address is different, uncheck the Use Billing Address for Shipping box and input the alternate address.

Group 197.png

Accounting Information

Step 5: Click the Accounting Tab to enter the accounting details for the client.

image 256.png

Step 6: Provide the client’s Tax Number in the designated field.

Group 198.png

Step 7: Select the default payment term for this client.

Group 199.png

If you need to add a new payment term, click + New Payment Term to create one. Learn how to add a new payment term here.

Step 8: Set Financial Details

  • Payable Account: Choose the account used for tracking payments owed to suppliers for this client (e.g., Accounts Payable).

Group 200.png

  • Receivable Account: Select the account for tracking money owed to you by this client (e.g., Accounts Receivable).

Group 201.png

🟥 Warning: Selecting the wrong account can affect your reports, such as Profit and Loss statements. Double-check your choices to ensure accuracy in your accounting.

Step 9: Set Financial Limits (Optional)

Define the maximum credit you are willing to extend to this client. This helps you manage financial risks by setting a clear threshold.

Group 202.png

Step 10: Click the Save button to finalize the customer or vendor profile.

Once you have completed these steps, the client's information will be successfully added to the system.

Group 204.png

✅ Success! Your client’s information is now successfully added to the system. You can immediately start creating estimates, generating invoices, and tracking payments seamlessly.

Group 203.png

 

Now that you've successfully created and managed your client profiles, you can start creating estimates, generating invoices, and tracking payments more efficiently.

If you'd like to dive deeper into managing your invoices or learn how to set up payment terms, check out our help center for detailed guides.

Next Steps:
Explore setting up payment terms or managing invoices by visiting our Help Center for detailed guides.

Feel free to reach out to support@fynloapps.com if you have any questions—we’re here to help!

 

Related articles