Incep Digital
GuidesIncep Finance handbook
People3 min read

Clients

A client is whoever pays you. Attaching income to one turns a pile of entries into a financial picture per relationship.

Adding a client

/clients

Name and contact details are enough to start. Income entries can then reference the client.

Each client with what they have paid and what is still outstanding.

Lifetime value and receivables

/clients

Each client shows total income received, what is still outstanding, and their entry history. The clients list ranks them, which is the quickest way to see who actually pays.

Note: A client with income history cannot be deleted, so the ledger cannot develop holes.