New Feature: Assign Tasks to Clients

Tasks in Clientary are an important part of our project management suite. Tasks allow you to assign work to your staff and act as a basis for which they can track time. However, in a project, it’s often important to have clients participate in the work. Specifically, there are usually situations where clients need to […]

Collaboration in the Cloud: Using a Shared Client Portal for Better Communication and Productivity

The professional services industry is always looking for ways to streamline processes, improve efficiency, and provide the best service possible to clients. One tool that can help achieve these goals is a shared client portal. This type of software allows firms to centralize communication and collaboration with clients, making it easier to stay organized and […]

Line Item Discounts Added

For the longest time, if you wanted to add a discount to invoices and estimates, we had a very simple system which support negative line values. All of our amount calculation logic and corresponding rendering logic in our document templates supported this notion. However, we’ve received feedback over the years that this isn’t enough to […]

Integrating Your Invoicing, Proposal, and Client Management Systems

Running a small service business can be a complex task, especially when it comes to managing client relationships and keeping track of finances. It’s not uncommon for service business owners to use multiple systems to manage invoicing, proposals, and client data. However, using separate tools for each aspect of your business can lead to duplicated […]

10 Ways Invoicing Software can Streamline your Small Business’s Financial Process

This is a guest post by Haider Sayed. Haider is a Content Marketing Consultant & Founder of Where he writes about Business Software, how-to guides, and individual software reviews, so, people can make the right choice for their business. Invoicing is a crucial part of any business’s financial process, and as technology has evolved, […]

Proposals now support (multiple) currencies

Proposals are an important step in the client lifecycle as they provide a detailed overview of the project scope, timeline, and costs for the client. Proposals are often used to secure new business and can help to establish trust and credibility with potential clients. They provide a clear and detailed understanding of the project, which […]

Why a Branded Client Portal Can Help with Client Confidence

As a professional services business owner, building client confidence is essential to the success of your business. Clients who trust and believe in your services are more likely to return for repeat business and recommend you to others. It’s not just about the quality of your work, but also the client’s perception of your work […]

From Zero to Billable: A Beginner’s Guide to Invoicing and Time Tracking for Freelancers

As a freelancer, your time is your most valuable asset. Not only do you need to manage your workload effectively, but you also need to ensure that you’re accurately billing your clients for the work you do. This is where invoicing and time tracking software comes in. But with so many options on the market, […]

Strategies for maintaining work-life balance as a professional services business owner

As a professional services business owner, it’s essential to maintain a healthy balance between your work and personal life. While running a business can be rewarding and fulfilling, it can also be demanding and stressful. Without proper balance, it’s easy to burn out and lose sight of what’s important. Here are a few strategies for […]

How your invoicing system can help with year end reports

While we typically associate the end of the year with holidays and new year’s resolutions, it’s also an extremely important time for businesses. There’s a lot that needs to happen at the end of one year heading into the beginning of another that is above and beyond the typical month-end or quarter-end routine. There is […]