Step 1. Have a Business workspace

In a Personal workspace the Clients page explains what it needs and offers two ways in: make this workspace a Business workspace (an edit of its type) or New workspace.

The Clients page in a Personal workspace, offering to make it a Business workspace or create a new one — Clients needs a Business workspace

The Edit workspace dialog with the type set to Business — Changing the workspace type

Step 2. Open Clients

The page lists your clients and, below, every subscription Not assigned to a client with its yearly cost, so you can see what you are absorbing yourself.

The Clients page with the list of subscriptions not yet assigned to a client — Clients, with unassigned subscriptions

Step 3. Add a client

Name them, choose the currency you invoice them in, and add a note. Quick chips fill common terms such as Bills on the 1st or Net 30. Prices and bills for the client stay in their currency; margins are worked out in dollars.

The Add a client dialog: name, billing currency and note with quick chips — Add a client

Step 4. Assign services

On the client's page, add a service: pick a subscription, a share of it (a whole seat or a percentage), the price you charge and the billing period. The page shows cost, charge and margin per service, and a Bills history where you record each bill as sent or paid.

Step 5. Get reminded and export

A client-bill reminder goes out before the underlying subscription renews. Export CSV on a client's page hands you every service and bill for your accounts. Archive keeps a former client readable without counting them.