Add your first client

All your client information in one place (e.g., projects, invoices, timesheets, forms, and more.)

Michelle Lee avatar
Written by Michelle Lee
Updated over a week ago

Clients are the bread-and-butter of your freelance world. As such, the Moxie design team makes the client file the center of all functionality within Moxie.

It all begins with a client, so, let's add one!

Add a client

Pick a client you'd like to add to Moxie first.

If you're new to freelancing and don't have an active client yet, that's okay. Moxie is still the right tool for you. Check out our sales pipeline tool for tracking all of your prospects.

To add a client, use the quick add clients button from Homebase or click Clients and click the + in the right corner.

Add as much or as little information as you know for your client. Only your client's name is required. Edit client details or add invoicing and payment settings like fee structure and rounding increments by clicking on your new client and choosing edit from their overview screen.

Pro tip: Any client information you add here will automatically populate for you in other areas of Moxie, like agreements or invoices.

Keep all your client work in one place

Star clients you work with the most so they stay pinned to your left panel.

Each tab within clients is robust with features and functionality connecting all of your projects, invoices, contracts, forms, and more to your client. No more searching through emails, notebooks, or Slack messages.




  • At-a-glance contact information, payment structure, contacts, attached files

  • Project overview

  • Revenue and time worked trends

  • Client notes


  • Client lifetime invoicing statistics

  • Invoice history with easy to read statuses (draft, sent, paid, late)

  • Create new invoice

  • Review past invoices


  • Request a deposit prior to starting work (fixed amount or percentage)

  • Apply deposits to invoices, if you choose


  • Focused inbox with only messages from the added contacts for this client

  • Filter messages by type or date


  • At-a-glance time statistics, including total time, time by project, and what remains to be invoiced

  • Add new time entry

  • Adjust a past time entry


  • Create a proposal, contract,

    or quote

  • View proposal status

  • Easily access signed proposals (to keep scope creep at bay)


  • Collect client information for easy reference later

  • Use your discovery (or any) form template to get the same information from each client
    โ€‹Pro tip: These forms also integrate with our Meeting scheduler


  • Past and upcoming meetings with this client

  • Click any meeting and choose "add time entry" to quickly add to a timesheet

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