Learn guide
How to create a client
A client is the record that keeps company details, review contacts, invoice details, currency, and billing information connected across the Otterflow workflow.
Steps
Create the client record first.
Clients
Manage clients, billing contacts, and review recipients in one place.
Client | Currency | Review Contact | Review email | Invoice Contact | Invoice Email | Status | |
|---|---|---|---|---|---|---|---|
Northstar Studio | USD | Jamie O'Neil | review@northstar.example | Jamie O'Neil | billing@northstar.example | Active | |
Brightline Labs | EUR | Mira Jensen | hello@brightline.example | Mira Jensen | finance@brightline.example | Active | |
Aster Creative | GBP | Theo Miller | ops@aster.example | Theo Miller | accounts@aster.example | Active | |
Lumen Works | USD | Priya Shah | projects@lumen.example | Priya Shah | ap@lumen.example | Active | |
Orbit Studio | EUR | Jonas Klein | review@orbit.example | Jonas Klein | billing@orbit.example | Active |
Step 1 of 6
Open Clients
Open the Clients section from the dashboard sidebar when you need to add or manage the people and companies you bill.
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Detailed guide
Create a client in Otterflow, step by step
This text version explains the same workflow in more detail so the page can be understood without relying on the visual walkthrough above.
Step 1
Open the Clients area
Use the dashboard sidebar to open Clients. This is where client records are listed, searched, opened, created, archived, and managed. Start here before creating projects or logging work for a new company.
Step 2
Enter the company and currency
Choose New client to open the client form. At this stage, the important base details are the client company name and the client currency. The currency should match how you bill this client, because it applies across the client's projects, work entries, reviews, and invoices. Rates in a different currency cannot be mixed into that client's workflow, so keep the client currency and billing currency consistent from the start.
Step 3
Add the review recipient
Add the review contact name and review email for the person who should receive client review links. This is usually the person who approves work before invoicing. These details are only mandatory when you actually send a review, so you can create the client first and complete the review contact later when you reach that stage.
Step 4
Add invoice contact details
Add invoice details when you want invoice drafts for this client to be ready to send. The billing email is usually the client's accounting or accounts payable email, but it can also be the same person as the review recipient if that matches how the company works. Billing address fields and payment terms are not required until the invoice needs to be sent, and they can be added after the client is created.
Step 5
Set payment terms
Set payment terms for the client if you want Otterflow to calculate invoice due dates automatically. For example, if the client has 14-day or 30-day payment terms, that setting is used during the invoice step so the invoice due date does not have to be calculated manually each time.
Step 6
Save the client
Save the form by choosing Create client. Otterflow creates the client record, closes the client form, and returns you to the Clients area. After that, you can create projects for the client, add rates where needed, log work, build reviews, collect approval, and generate invoices from approved work.
Step 7
Archive or delete when needed
A client can be deleted only when it has no active projects. A project can be removed from a client only when it has no active work entries. If a client has existing activity and you no longer want it to appear in the active Clients list, archive the client instead. Archiving keeps the historical workflow intact while hiding the client from the active list.