The button bar displays filtering options for viewing client accounts by status and type.

Select the PDF icon to generate the following reports:

Select the ≡ icon on a record to access these options:

Displays basic client information and account status with comprehensive tracking of quotes, bids, jobs, contracts, invoices, pay requests, and labor attributed to each client.

Contains detailed client information, billing settings, tax information, and internal notes.

Manage contacts associated with the client account. Set default Contacts, or delete existing associated Contacts.

Track and manage warranties for the client. Create a Warranty via a Job or Contract record.

List and manage equipment associated with the client.

View and manage labor hours attributed to the client. Tracked through time punches in records associated with this Client.

Manage credits associated with the client account.

Modify the client account details, including the option to archive the account.

Client records can be created through workflow conversion or directly via the Client field in any module. The method you use depends on your workflow (Jobs vs Contracts) and whether the client is new or existing.

Yes, TRUE supports bulk importing of client records using CSV files. This is ideal for migrating from another system or adding multiple accounts at once.

1. Navigate to Directory → Clients
2. Click the ⚙️ gear icon in the list view
3. Select CSV Template to download the blank import template
4. Fill in client information in the template using the correct column headers
5. Return to the ⚙️ gear icon and select Import Records
6. Upload your completed CSV file and review the import results

Archiving and deleting serve different purposes for managing inactive client accounts.

Archiving a Client

• Hides the client from active lists while preserving all data and relationships
• Maintains historical records, invoices, jobs, and contracts
• Can be un-archived at any time to restore full visibility
• Recommended for clients who are no longer active but may need future reference

Deleting a Client

• Permanently removes the client record from the system
• May impact historical reports and data integrity
• Cannot be undone once deleted
• Only recommended for duplicate or test records

Use the Past Due button bar filter to quickly identify clients with overdue invoices.

1. Navigate to Directory → Clients
2. Click the Past Due button in the button bar at the top of the screen
3. Review the filtered list showing only clients currently past due on invoice payment

Use the Account Hold feature to flag clients who should not receive new work or services until resolved.

1. Navigate to Directory → Clients
2. Select the client you want to place on hold
3. Click Options → Edit Card
4. Check the Account Hold checkbox
5. Click Done to save

The Receivables button bar filter displays all clients with outstanding unpaid invoices or pay applications across all jobs and contracts, regardless of whether they're past due.

1. Navigate to Directory → Clients
2. Click the Receivables button in the button bar
3. Review the filtered list of all clients with unpaid amounts

Generate client statements for specified time periods to provide detailed billing and payment history.

1. Navigate to Directory → Clients
2. Click the PDF icon in the list view
3. Select Statements from the reports menu
4. Specify the time period for the statements
5. Choose whether to generate for all clients or specific filtered clients
6. Click Generate to create the PDF statements

Use the Labor Hours report to view total labor hours incurred for all jobs, contracts, and work tickets per client.

1. Navigate to Directory → Clients
2. Click the PDF icon in the list view
3. Select Labor Hours from the reports menu
4. Specify the date range for labor tracking
5. Generate the report to see labor hours broken down by client

The Win/Loss Ratio report displays total quotes, bids, jobs, contracts and the win/loss ratio per client, helping you analyze sales effectiveness and client relationships.

1. Navigate to Directory → Clients
2. Click the PDF icon in the list view
3. Select Win/Loss Ratio from the reports menu
4. Review the report showing conversion rates and sales performance per client

The Cross-module Display feature allows a single account to appear in multiple modules (Clients, Vendors, or Subcontractors) for companies that have multi-role relationships with the same entity.

1. Navigate to Directory → Clients
2. Select the client you want to display in other modules
3. Click Options → Edit Card
4. Toggle Vendors or Subcontractors checkbox to enable cross-module display
5. Click Done to save

The Stripe Account Manager feature allows you to manage stored payment methods and process payments for clients when Stripe integration is enabled.

1. Navigate to Directory → Clients
2. Select the client whose payment methods you want to manage
3. Click Stripe Account Manager
4. Add, remove, or update stored payment information
5. The Stripe Customer ID will be automatically assigned and displayed in the Details Mode

Use the Merge feature to automatically identify and combine duplicate client records while preserving all associated transactions and history.

1. Navigate to Directory → Clients
2. Select the primary client record (the one you want to keep)
3. Click the Merge button
4. The system will perform a search for potential duplicate Client records
5. Review the suggested duplicates and select which records to merge
6. Confirm the merge to automatically combine the records

Use the Update Journal Entries feature when you've changed a Client's name midway through the project lifecycle and need to update previously posted accounting entries.

1. Navigate to Directory → Clients
2. Select the client whose name was changed
3. Click Update Journal Entries
4. The system will update all previously posted journal entries to reflect the new client name

Access to the Clients module is controlled by user permissions. If you cannot see or access this module:

1. Contact your system administrator
2. Request the Module Access (Clients) permission (ID #1543)
3. Once granted, you'll find the module in the Directory workflow

Several security permissions control specific actions within the Clients module:

Key Permissions

• Delete (Clients / Vendors / Subcontractors) (ID #612) - User can delete Client records
• Merge Clients / Vendors / Subcontractors (ID #1647) - User can merge duplicate records
• Update Journal Entries (ID #1648) - User can update previously posted journal entries based on name changes
• Modify Client / Vendor / Subcontractor Account Hold (ID #1561) - User can modify Account Hold status
• Export (Clients / Vendors / Subcontractors) (ID #1560) - User can export records to Excel
• View "Details" Mode (ID #566) - User can view and edit financial data for clients

Enable alert notifications to receive reminders when equipment installed for clients is due for follow-up.

1. Navigate to Settings → Users / Access
2. Select the user who should receive alerts
3. Go to the Access tab
4. Find the Clients section
5. Enable Alert when Client Equipment Follow-Ups are Due (ID #1503)