Clients
Clients are the businesses or individuals you send invoices to. Manage them under HandShake → Clients.
The free plan supports up to 3 active clients. Upgrade to Pro for unlimited clients.
Adding a client
Fill in the form at the top of the Clients page and click Add client.
Basic info
| Field | Description |
|---|---|
| Name | The client’s name or company name. Shown in the “Bill to” block on the invoice PDF. |
| Where invoices are sent. | |
| Status | Active clients receive automatic invoices on the scheduled send day. Inactive clients are skipped. |
| Billing type | Recurring (monthly) or One-time. Affects the default line item description. |
| Service name | Overrides “Monthly service” / “Service” as the {service} token in this client’s invoice description. Leave blank to use the default. |
Billing address
These fields appear in the “Bill to” block on the invoice PDF. Leave any field blank to hide it.
| Field | Description |
|---|---|
| Company ID / Registration no. | The client’s company registration number. |
| Tax / VAT number | The client’s VAT ID. |
| Address | The client’s billing address. Line breaks are preserved on the PDF. |
Pricing
| Field | Description |
|---|---|
| Amount | The invoice amount for this client. Leave blank if using a price group (Pro). |
| Price group (Pro) | Assign a price group instead of a manual amount. The group’s amount and tax rate are used. |
| Currency | The currency for this client’s invoices. Defaults to the currency set in Settings. |
| Tax rate (%) | A client-specific tax rate. If set (greater than 0), this overrides the price group tax rate. Leave at 0 to use the price group rate. |
| Send day override (Pro) | Send invoices to this client on a different day than the global send day. Leave blank to use the global setting. |
| Notes (internal only) | Private notes about this client. Never shown on invoices or emails. |
Default line items (Pro)
Define one or more recurring line items for this client — each with description, quantity, and unit price. These pre-fill the Send modal and are used automatically for scheduled sends. Leave empty to use the single default line based on Amount and the invoice description template.
Default notes / memo (Pro)
Pre-fills the Notes/memo field in the Send modal and is used for scheduled sends. An explicit note entered in the Send modal for a one-off send overrides this.
Sending an invoice manually
Click Send next to a client. A modal opens with:
- Line items — pre-filled with the default description and amount. Add extra lines, adjust quantities and prices, or edit the description as needed.
- Notes / memo — optional text printed at the bottom of the invoice PDF.
- Preview PDF — generates and opens the invoice in a new browser tab without creating a record or sending an email.
- Send invoice — creates the invoice, generates the PDF, and sends the email.
- Force resend — appears as a toggle at the bottom right. Enables sending even if an invoice was already sent this month.
Editing a client
Click Edit next to any client. All fields can be updated. Changes take effect on the next invoice sent to that client — existing invoices are not retroactively updated.
Deleting a client
Click Delete next to a client. This removes the client record. Existing invoices for that client are kept for accounting purposes.