Add a client
Set up a client with the right currency, rate, and color.
A client in Hourdini is whoever you bill. It holds the defaults that new projects will inherit, and it's what invoices are drawn against.
Add one
Open Clients in the sidebar and click the + next to "Clients". Fill in:
- Name. Whatever you want to see in the sidebar and on invoices.
- Currency. The currency this client pays you in. You can have different clients on different currencies; we don't convert between them.
- Default hourly rate. Your rate for this client. Projects under them inherit this rate unless you override it on the project.
- Color. Picks the dot you'll see in the sidebar, summaries, and charts. Pick something that contrasts with your other clients so the weekly view stays readable.
Editing a client later
You can change the name, color, address, and rate from the client's detail page. Two things to know:
- Changing the rate doesn't rewrite past entries. Time you logged before the change keeps the rate it had at the time. Only entries started after the change use the new rate.
- Changing the currency is not allowed once entries exist. If you picked the wrong currency, archive the client and create a new one.
Archiving a client
Clients you don't work with anymore can be archived from their detail page. Archived clients drop out of the sidebar and the default lists, but their projects, time entries, and invoices stick around exactly as they were. You can restore an archived client at any time.
Multi-currency
If you have clients on different currencies, you'll see one column per currency in Analytics, never a single grand total in some "primary" currency. There's no FX conversion.
See Multi-currency clients for what this looks like in invoices and analytics.