Overview
Nutcache offers a powerful feature that allows you to add multiple clients to a single project. This flexibility is particularly useful for complex projects involving multiple stakeholders or when you need to allocate costs to specific clients within a project.
By associating additional clients with a project, you can:
Streamline Billing: Generate invoices for each client directly from the project, simplifying your billing process.
Improve Project Tracking: Accurately track time and expenses for each client, providing granular insights into project profitability.
Enhance Client Communication: Maintain clear communication with all involved clients, keeping them updated on project progress and financial details.
With this feature, you can efficiently manage diverse projects, ensuring accurate billing and transparent communication with all stakeholders.
Who Can Use This Feature?
Only users with a Pro plan or higher can utilize this feature. Project managers can add additional clients to projects they manage.
How to Add Additional Clients to a Project
Create a New Project: When creating a new project, enable the "Link additional clients to the project" checkbox.
Select Additional Clients: Choose the additional clients you want to associate with the project from your company's client database. You can select multiple clients.
Invoicing Multiple Clients
Once you've added additional clients to a project, you can invoice any of them when generating an invoice for that specific project. Learn more about invoicing here.
QuickBooks Integration
To export invoices to QuickBooks, both the main client and additional clients must be integrated with QuickBooks. The process for integrating additional clients is the same as for main clients, and you can read more about it here.
By leveraging this feature, you can efficiently manage complex projects with multiple clients, ensuring accurate billing and streamlined operations.