Client Management
Manage all your business clients centrally in Slonge Billing.
Overview
Client management enables:
- Recording company and contact data
- Linking with projects
- Automatic transfer to invoices
- Filtering and search
Permissions
| Role | View Clients | Manage Clients |
|---|---|---|
| Employee | ❌ | ❌ |
| Accountant | ✅ | ✅ |
| Administrator | ✅ | ✅ |
Creating a Client
Step by Step
- Navigate to Clients
- Click on New Client
- Fill in the form:
| Field | Description | Required |
|---|---|---|
| Name | Company name or contact name | ✅ |
| Contact email for invoice delivery | ❌ | |
| Phone | Phone number | ❌ |
| Address Line 1 | Street and house number | ❌ |
| Address Line 2 | Additional info (c/o, PO Box) | ❌ |
| ZIP | Postal code | ❌ |
| City | City/Municipality | ❌ |
| Country | Default is CH | ❌ |
| Notes | Internal remarks | ❌ |
- Click Save
Tips
- Complete Address: For correct invoices, you should capture the address completely
- Email Address: Required for automatic invoice sending
- Notes: Use these for important client information (e.g., payment terms)
Editing Clients
- Click on the client name in the list
- Make your changes
- Click Save
Searching Clients
Use the search field at the top of the clients page:
- Search by name
- Search by email
- Search by city
Enhanced Client List
The client list offers additional features:
Health Indicators
Each client shows a colored indicator:
- 🟢 Green: Active client with regular revenue
- 🟡 Yellow: Cooling client (less activity)
- 🔴 Red: Inactive client (no activity for 6+ months)
- 🔵 Blue: New client (fewer than 3 invoices)
Quick Filters
- Top Clients: Filtered by revenue
- Active: Only active clients
- Inactive: Only inactive clients
Sorting
Sort by:
- Name (A-Z, Z-A)
- Revenue (high-low, low-high)
- Last activity
AI Client Insights
Under Clients > [Client] > Insights you'll find AI-powered analytics:
Overview Statistics
- Total revenue
- Number of projects
- Average order value
- Last activity
Payment Behavior
AI rates payment behavior:
- Early: Pays before due date
- On Time: Pays on schedule
- Late: Pays after due date
Activity Level
- Active: Regular orders
- Cooling: Less activity than usual
- Inactive: No activity for 6+ months
- New: Fewer than 3 invoices
12-Month Revenue Chart
Visualization of revenue trends over the last 12 months.
AI Insights
Automatically generated insights:
- Revenue trends
- Customer retention recommendations
- Warnings on activity decline
Note: For clients with fewer than 3 invoices, "More data needed" is displayed.
Client Projects
On the client detail page, you see all linked projects:
- Active projects
- Completed projects
- Total revenue per client
Client Insights (AI-Powered Analytics)
AI-powered client analytics provide intelligent insights for each client. Find them on the client detail page.
Available Metrics
| Section | Metrics |
|---|---|
| Overview | Total revenue, project count, avg. project value, relationship duration |
| Payment Behavior | Avg. payment days, behavior rating, outstanding amounts, overdue amounts |
| Activity | Last invoice, activity level (🟢 Active, 🟡 Cooling, 🔴 Dormant, 🔵 New) |
Payment Behavior Classification
| Badge | Meaning |
|---|---|
| 🟢 Pays Early | Pays on average before due date |
| 🟢 On Time | Pays within 3 days of due date |
| 🟡 Pays Late | Pays 3-14 days after due date |
| 🔴 Very Late | Pays more than 14 days after due date |
AI Insights
With an active AI Pro plan, the AI generates personalized insights:
- Positive Insights: e.g., "Müller AG pays on average 3 days before due date. Reliable customer."
- Warnings: e.g., "CHF 5,400 overdue. Payment reminder recommended."
- Opportunities: e.g., "Customer inactive for 12 months. Potential reactivation?"
Recommendations
The analysis generates actionable recommendations:
- Send follow-up
- Offer maintenance contract
- Reconnect
- Review payment behavior
Revenue Chart
The 12-month trend shows revenue development per client as a bar chart.
Permissions
Client insights are only available to Accountants and Administrators.
Client List with Health Indicators
The client list shows an overview of all clients with health indicators:
Quick Filters
- Top Clients: Clients with more than CHF 5,000 revenue
- Active: Clients with activity in the last 30 days
- Dormant: Clients without activity for 90+ days
Sorting
Sort the list by:
- Name (A-Z)
- Revenue (highest first)
- Activity (most active first)
- Number of projects
Deleting Clients
⚠️ Warning: Deleting a client also deletes all linked projects, time entries, and invoices.
- Open the client details
- Click on Delete
- Confirm the deletion
Related Features
Frequently Asked Questions
Can I import clients?
Currently no import is available. You can create clients manually.
How do I see all invoices for a client?
Open the client and scroll to the "Projects" section. There you see all invoices per project.
Can I assign multiple email addresses to a client?
Currently one email address per client is supported. For multiple contacts, use the notes field.