---
title: Client Management
keywords: client management, client records, billing settings, grace period, special attention, invoice, contacts, VAT number, labels, invoice comment, billing instructions, managing customers, customer care, client admin
summary: "Covers the essentials of creating and maintaining client records in Manor: the client form fields, billing settings such as grace period, billing instructions and invoice comment, and the special attention flag. Emphasises keeping client data current for accurate invoicing and reporting."
---

# Client Management

## What is Client Management?

Client management involves creating and maintaining client records in Manor. Your client database is the foundation of your business — everything links back to clients, from projects to invoices. Good client management ensures accurate billing, smooth communication, and strong relationships.

## Why Client Management Matters

Managing clients well helps you:

- **Track all work** — Every project connects to a client
- **Bill accurately** — Correct client details ensure proper invoicing
- **Maintain relationships** — Keep contact information current
- **Report properly** — Revenue reports depend on client data
- **Stay compliant** — Store required identification information

## Managing Client Records

### Creating New Clients

1. Navigate to **Clients**.

   ![Clients list page](../screenshots/client-management-list-page.png)

2. Click **New client**. The **New client** form opens with three sections: **Details**, **Address**, and **Invoice details**.

3. Fill in the **Details** section:

   - **Client name** (required)
   - **Currency** (required)
   - **National ID**
   - **VAT number** — VAT registration number, shown on invoices when set (for example for reverse charge between EU businesses)
   - **Phone**
   - **Invoice delivery email** — you can enter several addresses, separated by commas
   - **Labels** — one or more labels for analysis and categorisation (only shown if client labels have been created)
   - **Special attention** — flag clients who should not be provided services; users receive a warning when they create projects or add billables for this client
   - **Transaction fee** — check **Apply transaction fee to invoices** to add a transaction fee to invoices for this client
   - **Note** — internal note, visible in the client's properties and when making an invoice; it is never shown on invoices or work reports

   ![New client form](../screenshots/client-management-new-form.png)

4. Fill in the **Address** section:

   - **Country** — defaults to your firm's country
   - **Address** and **Address line 2**
   - **Postal code**
   - **Billing address is the same** — checked by default. Uncheck it to enter a separate **Custom billing address**.

5. Configure the **Invoice details** section:

   ![Address and Invoice details sections of the New client form](../screenshots/client-management-invoice-details.png)

   - **Grace period** — number of days the client has to pay an invoice; if left blank the firm's default grace period applies
   - **Billing instructions** — text shown to the user making an invoice for this client, for client-specific invoicing instructions
   - **Invoice comment** — default comment used on every invoice for this client; it can be customised each time an invoice is created

6. Click **Save client**.

### Updating Client Information

1. Navigate to **Clients** and find the client.
2. Click the client's row to open their detail page.

   ![Client detail page](../screenshots/client-management-detail-page.png)

3. Click **Edit client**. The **Edit client** form contains the same fields as the **New client** form, plus a read-only **Created at** date.
4. Update any fields as needed, then click **Save client** to save your changes.

The **Edit client** form also has a **Delete** button, and the client detail page has a **Delete client** button in the action bar at the top of the page.

### Setting Client Preferences

Configure billing settings per client through the **Edit client** form:

- **Grace period** — number of days the client has to pay invoices
- **Billing instructions** — invoicing instructions shown to whoever creates an invoice for this client
- **Invoice comment** — default comment added to all invoices for this client
- **Transaction fee** — whether to apply transaction fees to invoices
- **Special attention** — flag that warns users before they create projects or add billables for this client

### Deleting a Client

1. Open the client and click **Delete client** in the action bar.
2. Confirm the deletion.

Deleting a client marks it as deleted but keeps it associated with its projects, so historical data is preserved. The client's projects, invoices, and time entries are not removed.

## Best Practices for Client Management

**Keep Information Current**
Review and update client records regularly.

**Use Clear Naming**
Apply consistent naming conventions.

**Set Appropriate Settings**
Configure grace periods, billing instructions, and invoice comments.

**Link All Work**
Always associate projects with clients.

**Document Special Requirements**
Use notes, billing instructions, and the special attention flag for special handling.