Many clients, many projects, and tons of invoices can feel like you have documents and information everywhere. Not with Wethos! On our Contacts page, you’ll be able to hold all client information like size, contact information, notes, and more and keep tabs on all projects and invoices for that specific client.

Accessing client information is now easier than ever. With just a click, you can dive into your client's profile and gain a comprehensive overview of their details. Click a client’s name to view the industry you’ve categorized them as, leave information about your client's size, keep any important notes you have for the client, and add their contact information.

The Client view also provides a section for managing projects associated with that particular client. Here, you can see the status of each project for that client, creation dates, and total prices for that project. Click on each project to immediately be directed to your detailed project page.

This page also centralizes all invoices associated with your client. Similar to the Invoice page, you can view the invoice numbers, invoice status, the date you sent the invoice, the invoice due date, the project the invoice is associated with, and the amount each invoice is for.

Initiate a new project or generate an invoice directly from the client's profile by clicking the New Invoice or New Project button. This eliminates the need to switch between multiple tabs, saving you time and effort.

Need to delete a client from your list, no problem! Simply click on the ellipses next to your client's name and select " Delete".

Note: You will only be able to delete clients that are not associated with a project or invoice. If you need any help deleting any of these clients, please reach out to [email protected].

Contact us at [email protected]