Adding Clients

Learn how to add new clients to Hidma so you can start tracking work for them.

🎥 Video Tutorial

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📺 Watch: Client and Project Codes

What is a Client?

A client is a company or person you do work for. Before you can track time or create bills, you need to add them to Hidma.

How to Add a New Client

Step 1: Go to Clients

Click Clients in the left sidebar.

Step 2: Click "Add New"

Look for the "+ Add new" button (usually in the top right corner).

Step 3: Fill in Client Details

You'll see a form with several sections:

Basic Information (Required)

• Client Name - The company or person's name
• Client Code - A short code (like "ABC" or "001")
• Status - Usually "Active" for new clients

Contact Information

• Email - Where to send bills
• Phone - Contact number
• Address - Physical address, captured as four dedicated address lines plus Town, Postcode, and Country. Use the extra lines for longer addresses (e.g. building name, street, suite/unit, district) — this also keeps client records aligned with Xero, which uses the same multi-line structure.

Billing Details

• Payment Terms - How many days they have to pay (e.g., 30 days)
• Default Rate - Hourly rate for this client (optional)
• Currency - Which currency to use

Step 4: Save

Click "Save" or "Create Client" at the bottom.

What Happens Next?

Once you save:

• The client appears in your client list
• You can now create projects for this client
• Team members can start tracking time to this client's projects
• You can create bills for this client

Tips

Helpful Hints

• Use clear names - Make it easy to find clients later
• Add email addresses - You'll need this to send bills
• Set payment terms - Helps you know when payment is due
• Use client codes - Short codes make reporting easier

Common Questions

Q: Who can add clients? A: Usually only Administrators. If you can't see the "Add New" button, ask your admin.

Q: Can I edit a client later? A: Yes! Click on the client name, then click "Edit".

Q: What if I make a mistake? A: No problem - just edit the client and fix it.

What's Next?

After adding a client, you'll want to:

1. Create a project for this client
2. Add jobs to the project
3. Start tracking time

Need Help?

Can't add a client? Check troubleshooting or contact your administrator.