Manage Clients

A client in Kuvi is a company you do paid service work for. Tag projects to a client and their delivery and revenue roll up automatically on the client's page and across Reports.

Add a client

1. Open Clients and click Add client.
2. Give it a name (for example, "Acme Pvt Ltd").
3. Pick a status: New, Ongoing or Past.
4. (Optional) Add a contact person, email and phone.
5. (Optional) Add the billing details: GSTIN, billing address and state.
6. Click Add client.

Client names must be unique within your workspace, so you can't add the same company twice.

The New, Ongoing and Past tabs

The tabs at the top of the Clients screen group your clients by where they are in their lifecycle, with a live count next to each:

• Ongoing for clients you're actively delivering to.
• New for prospects and clients you haven't started work for yet.
• Past for wrapped-up relationships you want to keep on record.
• All shows everything.

Kuvi watches the projects under each client and may suggest a status change. If every project is completed or archived, it offers to mark the client Past; if a New client has active work, it offers to move them to Ongoing. The suggestion is a one-tap button on the client's page, and your manual choice always wins.

Billing details prefill invoices

The GSTIN, billing address and state you save on a client are reused when you raise an invoice for them, so you don't retype them each time. They also drive the correct GST split. See Create a GST invoice.

Search

Use the search box to filter the current tab by client name.

Why a client can't be deleted while it has projects

If a client has any projects tagged to it, the delete button is disabled. Reassign or remove those projects first, then delete the client. This keeps your revenue and delivery history accurate so nothing is left pointing at a client that no longer exists.

Deleting a client never touches its invoices.

Next, see Manage Products and Tag projects to clients and products.