Products/Services Tab

The Products/Services tab in the Client Profile lets you view and manage client services.


Domains Tab

The Domains tab in the Client Profile contains details and management options for all of a client's domains.


Billable Items Tab

The Billable Items tab in the Client Profile contains a list of all a client's billable items and allows you to add time billing.


Invoices Tab

The Invoices tab in the Client Profile allows you to view and manage all of the client's invoices.


Quotes Tab

The Quotes tab in the Client Profile lists the client's existing quotes and allows you to edit them or create a new quote.


Custom Fields

Custom fields collect additional information from or about your clients. You can set them as admin-only or make them visible to clients.


Transactions Tab

The Transactions tab in the Client Profile lists statistics on the client's transactions with options to create or manage individual transactions.