Appearance
Clients
The Clients page lists everyone you work for. Each client stores the details used to bill them and to pre-fill new time entries.
Adding a client
- Open Clients from the bottom navigation.
- Tap + / Add Client.
- A short wizard walks you through:
- How are you paid? — hourly/contract, or salary. Salary switches the wizard to "employer" wording and changes how your rate is collected.
- Who do you work for? — the client's (or employer's) name. That's all it needs; billing details come later.
- When do you work? — pick your usual days (quick picks like Mon–Fri), a start time, and hours per day. This becomes your first work schedule and drives your live earnings estimate.
- What do you earn? — hourly: just your rate. Salaried: enter it from one paycheck (pay frequency + gross; the same stub's withholding lines can also set up tax and retirement buckets automatically) or as an annual figure — either way the wizard derives your hourly rate from your schedule and shows it live, with an "about $X a week" estimate.
- Want to log the days you've already worked? — optionally backfill past scheduled days as time entries right now, starting from the beginning of last week, last month, or a date you pick (the wizard shows the exact start date before you commit).
- Keep you caught up automatically? — choose whether the app should keep logging missed past days for you from here on. See Automatic catch-up. (These last two steps only appear if automatic catch-up isn't already set up.)
- Tap Save.
Address, billing, and invoice details aren't part of adding a client — fill them in afterward by editing the client.
Editing a client
Tap a client to open the full dialog, make changes, and Save:
| Field | Used for |
|---|---|
| Name | Identifying the client and labeling invoices. |
| Address, Phone, Email | Shown on invoices; the email is also the default recipient when you email an invoice. |
| Default bill rate | Pre-fills the rate on new time entries for this client. |
| Due days | How many days after the invoice date payment is due (defaults to 30). |
| Invoice colors | Optional primary/accent colors for this client's invoices. |
The dialog's Schedule tab is also where you refine schedules and time off after the initial setup.
Invoice Email
(Cloud plan) The Invoice Email tab shows the email this client gets when you email an invoice: the recipients, the reply-to address, the subject and message, and the look.
Each row starts as a default — the client's email, your company email, and the standard subject and message — shown read-only. Click a row's pencil to write your own version for this client; it starts from the default so you can edit rather than retype. The restore icon puts the row back on the default. The subject and message take tokens (Invoice Number, Due Date, Month, and so on) that are filled in from each invoice when it's sent; use Insert token or type { while editing.
The look — Branded or Minimal — is chosen with the pencil beside its thumbnail; double-click a look in the chooser to see it at full size. Everything on the tab is saved with the client.
Tokens
Tokens are placeholders that each invoice fills in when it's sent. They work in the email subject and message, and in the Invoice File Name Format on the Details tab (typed as {invoiceNo} there). Dates come from the invoice date, so a monthly invoice can be titled by the month it bills.
| Token | Typed as | Example |
|---|---|---|
| Invoice Number | {invoiceNo} | 1042 |
| Invoice Date | {date} | 09/01/2026 |
| Due Date | {dueDate} | 09/30/2026 |
| Amount Due | {amountDue} | $1,250.00 — the total less any payments |
| Total | {total} | $1,250.00 |
| Reference | {reference} | PO-7781, or blank if the invoice has none |
| Month | {month} | September |
| Month & Year | {monthYear} | September 2026 |
| Year | {year} | 2026 |
| Client Name | {clientName} | Acme Ltd |
| Company Name | {companyName} | your company's name |
For example, a subject of Invoice {invoiceNo} — {month} {year} sends as "Invoice 1042 — September 2026".
Work schedules & time off
From a client you can also set up a recurring work schedule (and time-off exceptions). This powers smart defaults and the live earnings dashboard — see Work schedules & time off.
Archiving
Use Archive to hide a client you no longer work with. Archived clients are kept and can be restored or permanently deleted later — see Archiving & deleting.
Your own company
Your own company details (the header on your invoices) live in Settings → Company, separate from your client list.