Client Management

Organize projects and invoices around the people who pay you

Teetrack's client management feature lets freelancers, agencies, and consultants attach a client record to every project and invoice. Store contact details, default billing rates, and tax information in one place so you never have to re-type client data again. Whether you manage one client or one hundred, Teetrack's client management keeps your time tracking, project management, and invoicing workflows connected from start to finish.

Why freelancers and teams love client management

• Single source of truth: Name, email, phone, address, tax ID, and notes are stored once per client. Every project and invoice linked to that client inherits the context automatically.
• Default hourly rate and currency: Set a client-level hourly rate and currency. When you create a new project for that client, Teetrack auto-fills the billing rate and currency so you can start tracking billable time immediately.
• Client column on invoices: The invoice table and invoice detail page both show the client name, making it easy to sort, filter, and find invoices by client without opening each one.
• Auto-fill on invoice generation: When you generate an invoice from billable tracks and every track's project belongs to the same client, Teetrack automatically sets the invoice's client field for you.
• Safe deletion: Teetrack prevents you from deleting a client that has sent invoices, protecting your accounting history and audit trail.
• Multi-tenant security: Client records are scoped to your account. No one else can see, edit, or link to your clients.

How client management works in Teetrack

• Create a client: Open the Clients page from the sidebar, click Create Client, and fill in the details. Only the name is required; everything else is optional.
• Link to a project: In the Create Project or Edit Project form, select a client from the searchable dropdown. The project's billing rate and currency update to match the client's defaults instantly.
• See clients on invoices: The Invoices table shows a Client column. Click into any invoice to see the full client name in the detail header.
• Edit or delete: Update client details at any time from the Clients table. Delete a client only when no sent invoices reference it.

Client fields at a glance

• Name — (required) — the client or company name.
• Email — billing or contact email address.
• Phone — primary phone number.
• Address, City, State, ZIP, Country — full postal address for invoices.
• Tax ID — VAT number, EIN, or other tax identifier.
• Hourly rate — default rate auto-filled into new projects.
• Currency — USD, EUR, GBP, CAD, or AUD.
• Notes — free-form text for payment terms, special instructions, etc.

Frequently asked questions about client management

Can I link multiple projects to the same client? Yes. A client can have as many projects as you need. Each project maintains its own billing settings once created.

What happens to projects and invoices if I delete a client? Teetrack blocks deletion when sent invoices exist. If no sent invoices reference the client, deletion removes the link from projects and draft invoices without deleting those records.

Do clients affect time tracking? Clients organize your projects and invoices. Time tracks remain linked to projects, and the client relationship flows through the project association.

Is client data visible to other users? No. Every client record belongs to a single user account. Teetrack enforces strict multi-tenant isolation at the database and API level.