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Client Management

Maintain a centralized record of all your clients with their tax and contact information. Frihet automatically links each client to their invoices, quotes, and payments.

Create Client​

Step 1: Access the client record​

Go to Clients > New client or from the dashboard click the + Client button.

Step 2: General data​

Fill in the basic information:

  • Name: Client name (company or individual)
  • Type: Choose Company or Individual

Step 3: Tax identification​

Depending on the client type:

For companies:

  • CIF: Fiscal Identification Code (e.g., A12345678)
  • Company name: Official registered name

Frihet automatically validates the CIF format.

For individuals:

  • NIF: Fiscal Identification Number (e.g., 12345678A)
  • Full name: Surnames and name

Frihet validates that it is a valid NIF (DNI/NIE algorithm).

Step 4: Location​

  • Country: Spain by default (configurable)
  • Region: Autonomous community (affects IGIC in Canary Islands)
  • City
  • Postal code
  • Address: Full address

Optional if the client sells you digital services without requiring an address.

Step 5: Contact​

  • Email: Primary for sending invoices and receipts
  • Phone: Contact number
  • Website: URL if applicable (e.g., www.myclient.com)

The email is mandatory for sending documents electronically.

Step 6: Commercial terms​

Customize according to agreement:

  • Payment term: 30, 60, 90 days or custom
  • Default discount: % automatic discount on new invoices (e.g., 5%)
  • Preferred payment method: Bank transfer, cash, card, etc.

Edit Client​

To change client data:

  1. Open Clients and select the client
  2. Click Edit
  3. Modify the necessary fields
  4. Click Save

Note: Tax data (CIF/NIF) are locked after the first invoice to prevent audit errors. If you need to change them, contact support.

Statistics per Client​

In each client's record, you see a summary:

  • Total invoiced: Total sum of all their invoices (excluding returns)
  • Number of invoices: Quantity of documents issued
  • Outstanding balance: Money still owed
  • Last transaction: When the last invoice/payment was
  • Payment rate: % of invoices paid on time

Example:

Cliente: Acme Corp
CIF: A12345678
Total facturado: 15.450 EUR
Facturas: 12
Pendiente: 2.890 EUR
Última factura: 5 feb 2026
Pago a tiempo: 83% (10 de 12)

Quick View​

From the client list you can:

  • Filter by type (companies / individuals)
  • Search by name, CIF, or email
  • Sort by total invoiced, last contact, etc.
  • Export list to CSV

Click on any client to see full details.

Recent Client​

The last 5 clients you invoiced appear in Dashboard > Recent Clients for quick access.

Actions per Client​

From the client record:

  • New invoice: Create invoice for this client (pre-fills data)
  • New quote: Sales proposal
  • Invoice history: List of all documents
  • Payment history: What has been paid and when
  • Direct contact: Open email / call (if phone saved)
  • Message: Send invoice or account statement by email

Frequent vs. Occasional Clients​

Frihet automatically identifies:

  • Recurring client: 3+ invoices in the last 6 months
  • Occasional client: A single historical invoice

Recurring clients are highlighted in invoice forms (appear first in autocomplete).

Sensitive Data and Privacy​

  • Password: Clients can access their portal without a password (link-based authentication)
  • Tax data: Stored encrypted, accessible only to you and authorities if audited
  • History: Available to you indefinitely (audit)

Frihet complies with GDPR. If a client requests deletion (right to be forgotten), contact support.

Client Duplication​

If you accidentally create two records for the same client:

  1. Open the "main" client
  2. Go to More actions > Merge with another client
  3. Select the duplicate client
  4. Frihet merges all invoices under a single record
  5. The duplicate record is deleted

Client Portal Integration​

Each client has access to a Client Portal where they can view:

  • Their invoices (issued)
  • Their quotes (pending)
  • Payment status
  • Download documents

The portal is secure and accessible via a personalized link (without creating a user).

Client Details​

Clicking on any client in the list opens their full record with financial information, activity history, notes, and contact persons.