Contact and billing details
Store email, invoice email, address, country and VAT information per client.
Client records
Manage clients, contact details, projects and invoices in UurKlus. Keep the context together and work faster.
Client management
The clients module stores name, client type, email addresses, billing address, country and VAT details. UurKlus reuses that information for projects, quotes and invoices.
Store email, invoice email, address, country and VAT information per client.
Record whether the client is a business or private person, so invoicing and VAT logic fit better.
The client record connects to projects, time entries, quotes, invoices and history.
Based on the clients module
The docs include a separate invoice email field, so normal communication and invoices can go to different addresses.
Address details complete your invoices. The country helps UurKlus keep the administrative context correct.
For business clients you can store VAT information, avoiding extra lookup work when invoicing later.
Projects, invoices and related administration stay grouped around the client, making lookup much easier.
Workflow
Enter the name, type and key contact details.
Use a separate billing address or invoice email address when needed.
For business clients you can store VAT details, useful for invoicing.
Create projects under the client and build time entries, quotes and invoices from there.