Clients page

Clients in Everhour are used to easily bring multiple projects under one roof and issue invoices with billable time and expenses. This page is only visible to team admins. You can turn this feature off completely for the entire team at Applications page.

When to use clients

Generally, clients are people you bill for the work you've been hired to do. You can add, manage and delete clients as your business grows.
You can group multiple projects under one client and set a budget on it to monitor progress with one global number. Sometimes, this can be a workaround to bring projects under one department or business unit.
Using clients is another way to analyze the overall progress of projects portfolio. Instead of seeing multiple projects and their billable and uninvoiced amount, you can replace them with a single client column in reports.

External vs. internal clients

Everhour integrates with such accounting tools as Xero, QuickBooks Online and FreshBooks. All clients created there are imported as a list to the Everhour Clients' tab. This helps to avoid double entry. An alternative is to create and manage clients through Everhour. 

Invoices issued for internal clients can be download as a PDF file and send to the customer. Invoices for external clients are exported (copied) to 3d-party accounting tools.   

Client summary

Click on a client name to open its Summary page.

  1. Click on a '...' icon near the client name to open client settings;
  2. Switch between multiple pages with clients' data;
  3. See key metrics by the client.
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