Clients & invoices
Manage the clients your work is for, and the invoices you send them.
For teams that do client work, Aztra keeps clients and their invoices alongside the projects they relate to.
Clients
Maintain a list of the clients your projects serve. Projects can be tied to a client, and client-focused views surface the right context for that work.
Client management is available to owners, admins, and managers.
Invoices
Generate and manage invoices for your clients. Invoicing is restricted to the workspace owner and works alongside billing.
Add your clients
Create client records under Settings → Clients.
Tie projects to a client
Associate the relevant projects so work and context stay connected.
Create invoices
Generate invoices for the work delivered.
Keep clients tied to their projects from the start — it makes reporting and invoicing far simpler later.
Related
- Plans & pricing — your own Aztra subscription and billing.