How do I create a customer?
For recording and invoicing at customer level
To record times in Clockodo not only as hours worked but also as customer or project hours, you must first create these. There are several ways to create a customer:
- In the Customers and Projects list within your Clockodo master data, by clicking the blue "+ Customer" button to create a new customer.
- Via the clock, by clicking on the "Customer / project" field to open the customer list. There, in the top right-hand corner, you will find a small "+" icon for creating new customers and projects.
- Via the manuel time entry. First, open the window for a new time entry. Open the dropdown menu for the "Customer / project" selection. Click the small blue "+" icon to create new records.
To create a new customer, you only need the name. All other fields are optional.