Client contacts
Add the people you work with at a client — set a primary contact, a billing contact, and control who gets client-portal access.
A client can have multiple contacts — the people you talk to and bill. Each contact carries their own details and a couple of flags that control which one is primary, which receives invoices, and who can sign in to the client portal.
- Role
- OwnerAdminManager
Managing contacts is a manage-tier action. Members have no client access.
Where to find it
Open a client, then click Edit. Contacts are a repeatable list on the client form.
What each contact holds
- Email (required)
- Name
- Role / title
- Phone
- Primary — marks the main point of contact (max 1 per client)
- Billing default — marks the contact invoices default to (max 1 per client)
- Portal enabled — controls whether this contact can access the client portal. On by default.
Add a contact
Open the client's edit form
From Clients, open the client and click Edit.
Add a person
In the contacts list, add a new contact and enter at least their email. Fill in name, title, and phone if you have them.
Set the flags
Mark one contact as Primary and one as the Billing default if you want. Leave Portal enabled on for anyone who should be able to view and pay invoices in the portal.
Save
Click Save.
What happens next
- The Billing default contact is who invoices route to (unless you set a separate billing email in billing defaults).
- Portal-enabled contacts can sign in via a magic link to view and pay their invoices. See Enable portal access.
Setting a new Primary or Billing default automatically clears that flag on the other contacts — there can only be one of each per client.
Tips
- Turn Portal enabled off for a contact who should receive emails but not sign in to the portal.
Troubleshooting
- A contact can't open the portal. Check that Portal enabled is on for them. See Client portal troubleshooting.
Edit a client
Update a client's details and billing defaults, and customize the invoice payment methods offered to that specific client.
Client billing defaults
Set a client's currency, payment terms, hourly rate, tax, PO requirement, and billing email once — and have them flow to projects and invoices.