You can see your clients in the Projects tree from the Projects view. Clients are displayed in alphabetical order.
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To create a new client, go to New Client button from the toolbar.
or click the -
To edit a client, right-click it (control-click on Mac OS X) and select Edit Client from the popup menu.
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To delete a client, right-click it (control-click on Mac OS X) and select Delete Client from the popup menu.
If you don't work anymore with a client, you should not delete it. Instead edit it and mark it as inactive. Inactive clients are displayed in gray instead of black.
Then, click the small button below the projects tree and select Active. Fanurio will display only active clients and hide inactive ones.
Many freelancers work with both domestic and foreign clients. When working with foreign clients, they may want invoices in their own currency with numbers displayed according to the rules of their country. For instance, some countries use comma as decimal separator while others use a dot. Dates may also be formatted differently. Some countries display the month first while others display the day of month.
Fanurio lets you specify if a client is domestic or foreign. If clients are foreign, you can also specify the client's country so that when invoices will be created for them, numbers, dates and currency will be formatted correctly.
Let's say that you are from Scotland and most of your clients are from the UK but you also have a few clients from the USA. When dealing with clients from UK, you will be invoicing in GBP while for the American clients the invoices will be in USD. By marking a client as being from the USA, all invoices created for him or her will show numbers, dates and currency formatted using American rules.
Here's how to mark a client as foreign:
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Go to the Projects view
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Select the client from the projects tree
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Edit the client
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Go to the Billing tab, check the "This is a foreign client..." option and then select a locale to indicate the country
If you already have a list of clients, Fanurio can import them. Go to
to import one or more clients from a CSV (comma-separated value) file.Most applications (especially e-mail applications) can export their data to such a format. A wizard will assist you along the way to make things easier.
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