Add a client

Everything you bill hangs off a client: projects, retainers, hours and invoices.

Go to Clients in the sidebar.
Click New client.
Type the client's Name.
Optionally add a Billing email. It becomes the client's primary contact, who receives your invoice emails. You can add more contacts later.
Pick a Currency. It starts on your workspace's base currency.
Choose how they're billed under Billing: - Retainer or hourly — they can buy plans and bundles, and any time those don't cover is billed hourly. - Hourly only — they can't buy plans or bundles; all their time is billed hourly.
Optionally set an Hourly rate. It prices their time wherever no project or personal rate applies.
If your workspace sells more than one price list, pick a Tier (Standard prices by default). The field only appears for Retainer or hourly clients.
Add Phone, Website, address and Notes if you like. All optional.
Click Create client.

the New client form

You land on the new client's page. From there you can add projects, contacts and portal users.

Things to know

Currency is fixed once there's billing history. As soon as a client has a retainer, hours, an invoice, priced time or a billable expense, their currency can't change. Billing them in another currency means creating a new client.
Only Admins and the Owner (shown as Portal admin in the app for now) can see the Clients page and add or edit clients. Team members don't see it.
Edit later from the client page: open the ⋯ menu and choose Edit details. Contacts and invoice recipients are managed on the client's People tab, not in that dialog.

Archive a client

When you stop working with a client, open the ⋯ menu on their page and choose Archive client. Their time and invoices stay reachable, but they drop off your working list and their portal closes.

If they're still on a renewing plan, Timebun asks what to do with it first:

Archive and stop renewing — the plan lapses at the end of the period already paid for. Nothing is refunded.
Archive, keep billing — Stripe carries on as it is.

To bring a client back, tick Include archived on the Clients page, open them, and choose Restore client.