Every client has one page that shows what they are worth, what they have paid, and what they still owe you for work already done.
Completed billable hours sit in timesheets because nobody notices they were never invoiced.
Without lifetime value per client, the loudest client gets your best people, not the most valuable one.
Contracts, projects and contact details are spread across folders, inboxes and spreadsheets.
From client record to collected revenue, in four steps.
Name, logo, contact email, country and city, currency (EUR by default) and document language (German or English).
Framework agreements, purchase orders and projects live on the client page, cross-linked to each other.
Completed billable hours add up as unbilled work in progress, visible per client at any moment.
Unbilled work flows into an invoice draft, and paid invoices raise the client's lifetime value.
Two numbers per client keep revenue from slipping through the cracks.
The value of completed, billable hours not yet on an invoice or in a draft. Sort the client list by it to see who owes you for done work.
Total realized revenue from issued and paid invoices, with cancelled invoices excluded and reversals subtracted.
First to last invoice date with the invoice count, next to contracts, projects and purchase orders.
When unbilled work in progress piles up, move it onto an invoice in one step with Timesheet to Invoice
It is the total realized revenue from issued and paid invoices for that client. Cancelled invoices are excluded and reversals are subtracted.
Completed, billable time entries that have not been billed and are not yet part of a draft invoice.
Yes. The client list sorts by lifetime value or by unbilled work in progress, in either direction, and searches by name.
Archive it. Archived clients keep all their contracts, projects and history, and can be unarchived at any time.
Lifetime value and unbilled work in progress are shown to organization owners. Consultants see contracts and projects without the finance figures.
Create a client, attach a framework agreement, and watch lifetime value and unbilled work build up. Free for 30 days.
