Hidden Gem: The Client Dashboard
Ever wished that your client’s payment history and account info was stored in one central place? It is! Right in your Client Dashboard. It’s a great way to get a complete picture of your relationship with your client that you can use to strengthen it and get paid faster.
Here’s the treasure map to find the Client Dashboard in your account:
- Login and go to the “People” tab
- Click on any client
- Your dashboard is the right of the page
Here’s the lo-down on the Client Dashboard:
Also visible is your client’s essential information such as their address and primary (as well as secondary) contact details. Click ‘Edit Client’ to update this info or click “Add another contact” to add another person to start sending invoices to (great for reaching people that pay you within a larger organization).
Please leave us a comment if you have feedback about the Client dashboard or want to suggest other buried treasure in FreshBooks.