Client Management

Add, edit, and manage your client relationships and billing details.

Adding Clients

Click "Add Contact" and select "Client" as the type. Enter the client's business name, contact person, email, phone, and billing address. Add tax identification numbers for accurate invoice generation.

Screenshot placeholder

Client Dashboard

Each client has a dedicated dashboard showing outstanding invoices, payment history, total revenue, and recent activity. Use this view to quickly assess the health of each client relationship.

Screenshot placeholder

Bulk Import

Import your existing client list from a CSV file. Map your column headers to Fawterly fields, preview the import, and confirm. Duplicate detection prevents creating redundant records.

Screenshot placeholder