# 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.

-   [Client details](./detalle-cliente) — Full record with stats, pipeline, and tabs
-   [Notes and activities](./notas-actividades) — Interaction history and internal notes
-   [Contact persons](./contactos-persona) — Individual contacts within the company