Clients

A client is who you bill. They're the first link in the Clients → Projects → Tasks → Time → Invoices → Payment chain, and the home of the billing defaults everything downstream inherits.

What a client holds

You set a client's billing details once, and Hoursmith reuses them everywhere. A client carries:

• Currency — the currency its invoices are issued in.
• Default rate — the hourly rate new projects start from.
• Payment terms — how long the client has to pay.
• Tax — the tax rate applied to their invoices.
• Billing email — where their invoices are sent.
• PO-number requirement — optionally, require a purchase-order number on their invoices.

See Billing defaults for what each setting does.

How rates cascade

The client sits at the top of the rate cascade:

Client default rate → project rate → priced time entries.

A client's default rate flows into each new project, and the project's rate prices its time entries. You can override the rate at the project level, so a client default is a starting point, not a cage. The same applies to currency, terms, and tax — they flow down to invoices unless you change them.

Doing it