Client invoice tracking
Track every client's invoice history and billing context
Move from a client record to its invoices, balances, due dates, and new invoice workflow without rebuilding customer details for every billing cycle.
Client record
Save the details future invoices need
A client can begin with only a name and grow into a complete billing record. Add contact, billing, shipping, and tax information when it becomes relevant without blocking the first invoice.
- Contact and company details
- Billing and shipping addresses
- Customer tax identifier
- CSV template, bulk import, and row-level error report
- Current-page CSV export
- Notes and operational context
Invoice defaults
Start future invoices with customer preferences
Store payment terms, language, and—when enabled—a default invoice currency on the client. These values provide a starting point for future invoices and can still be reviewed per invoice.
- Default payment terms in days
- Customer language tag
- Default invoice currency
- Workspace base-currency fallback
Invoice history
Review balances and due status from the client
The client detail connects the profile to its invoice list and summary. Review invoice numbers, issue and due dates, totals, status, and outstanding amounts before deciding the next action.
- STEP 01
Open the client
Review current billing information and the invoice summary.
- STEP 02
Inspect the invoice history
Compare invoice dates, status, totals, and outstanding balances.
- STEP 03
Continue the workflow
Open an invoice for detail or start a new invoice with the client already selected.
Shared operations
Give the team one customer billing record
Admins, accountants, and billing staff can work within role boundaries while using the same tenant-scoped client and invoice records. Audit history adds review context for supported workspace activity.
Client defaults help prepare future invoices; changes to a client record do not rewrite historical invoice documents.
Practical answers
Client tracking questions
Clear answers about how this workflow behaves in InvoiceHub today.
What information can I keep on a client record?
Client records can include contact details, billing and shipping addresses, tax information, notes, payment terms, language, and a default invoice currency when multi-currency is enabled.
Can I see all invoices for one client?
Yes. The client detail includes an invoice history and summary so the team can review dates, totals, status, due context, and outstanding work for that customer.
Can a client have a default currency?
Yes, when multi-currency is enabled. The client currency becomes the starting currency for future invoices and can still be changed when preparing an individual invoice.
Will editing a client change old invoices?
No. Updated client preferences apply to future work; historical invoice records retain their saved document context.
Keep exploring
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