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Customers

Your client address book and how it links to projects.

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  • Adding and managing customersHow to add, edit, and delete customers in the Customer Management window, and what to know before deleting one.
  • Assigning a customer to a projectLink a customer to a project with the Assign Customer button so you can generate invoices, and learn how to change or remove the link.
  • Customer fields for electronic invoicingWhat Country Code, VAT ID, and Leitweg-ID / Buyer Reference on a customer are for, and what each e-invoice format requires.

Other topics

  • Getting Started
  • Projects & Time Tracking
  • Invoicing
  • Purchase & Licensing
  • Data & Privacy
  • Troubleshooting

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Time tracking and invoicing, at home on your Mac. Private by design.

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