Accounts

An account is a company you work with. Linking contacts, deals, invoices, projects and tickets to it lets you see the whole relationship on one page, and sets the billing details every new invoice for that client starts with.

If you only work with individuals, a contact on its own is enough.

Create an accountCopy Anchor Link

1. Open CRM › Accounts.
2. Select New account.
3. Enter the Account Name.
4. Add Email and Phone for the company, if you have them.
5. Choose Visibility: Private (only you and people you add), Team or Public (everyone in the workspace).
6. Add tags, custom fields and the teammates who look after this client. If this company belongs to a larger one, choose it under Parent account.
7. Select Save Account.

You're done when the account appears in CRM › Accounts. Click its name to open it, then link the people who work there.

The account pageCopy Anchor Link

The account page brings together everything for the company:

• Overview and activity, including Smart Flow progress for any of its contacts
• the company's contacts and related records such as invoices, projects, tickets and appointments
• Emails, Notes, Comments, Tasks, Deals and Files
• Retainers: see Retainers, hour banks and session packs
• Devices & logins: see Client devices and logins

Edit the account's detailsCopy Anchor Link

Click any value in the details panel to change it. Lists such as Industry, Account Type and Account Status open their options, and dates, numbers and checkboxes use their own controls.

• Parent account: search your accounts and pick the company this one belongs to. You can't pick the account itself or one that already sits under it. If the row says Typed earlier as a name, pick the matching account to link it.
• Tags: pick from your workspace's tags, or type a new one and choose Create tag.
• Account management: select Edit to change who can see the account (Visibility) and who it is Assigned to.

In CRM › Accounts, child accounts are listed indented under their parent. When you sort or filter the list, a child account shows its parent's name under its own instead.

Set billing defaultsCopy Anchor Link

New invoices and estimates for this client start with these values, so you don't set them each time.

1. Open the account.
2. In the details panel, find Billing.
3. Click a value to set the client's Tax ID, Currency and Payment terms (days). Leave one empty to use your workspace default.

You're done when a new invoice for this client shows the currency and due date you set, and the tax ID prints under Bill To.

Select Statement in the same panel for a printable list of the client's invoices, payments, credits and write-offs. See Client statements.

Good to knowCopy Anchor Link

• Search for the company name before you create an account, so you don't add it twice.
• Put company details on the account, and a person's own email and phone on their contact.
• To download accounts, choose More › Export CSV on CRM › Accounts. It exports the accounts that match your filters, up to 10,000 per file.
• If you see Account unavailable, it was deleted or you don't have access.

RelatedCopy Anchor Link

• Add a contact
• Create a deal
• Import deals and move from another tool