Client records

All client details in one clear place

Manage clients, contact details, projects and invoices in UurKlus. Keep the context together and work faster.

Managing clients in UurKlus
VAT, returns and document retention Read the tax guide on VAT profiles, KOR, EC Sales Lists, annual review and return reconciliation, with Tax Administration sources.

Client management

Booking your hours in UurKlus is super easy

The clients module stores name, client type, email addresses, billing address, country and VAT details. UurKlus reuses that information for projects, quotes and invoices.

Contact and billing details

Store email, invoice email, address, country and VAT information per client.

Business or private client

Record whether the client is a business or private person, so invoicing and VAT logic fit better.

Used across the app

The client record connects to projects, time entries, quotes, invoices and history.

Based on the clients module

What can you do with it?

Separate invoice email

The docs include a separate invoice email field, so normal communication and invoices can go to different addresses.

Address and country

Address details complete your invoices. The country helps UurKlus keep the administrative context correct.

VAT details

For business clients you can store VAT information, avoiding extra lookup work when invoicing later.

Client history

Projects, invoices and related administration stay grouped around the client, making lookup much easier.

Workflow

How it works in UurKlus

1

Create the client

Enter the name, type and key contact details.

2

Complete billing details

Use a separate billing address or invoice email address when needed.

3

Check VAT and country

For business clients you can store VAT details, useful for invoicing.

4

Use the client in projects

Create projects under the client and build time entries, quotes and invoices from there.

Frequently asked questions

Can I use a separate billing address?
Yes. Client records include fields that help address invoices correctly.
Where are client details used?
In projects, time entries, quotes, invoices and views where client context is needed.
Can I edit clients later?
Yes. Keep records up to date so new invoices and quotes use the right information.