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BuildRunKit Invoices: Clients Sub-Section

BuildRunKit Invoices: Clients Sub-Section

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The Clients sub-section provides central directory management for client profiles, contact information, associated companies, and billing accounts.

Client Summary Metrics
Top KPI cards display key directory breakdown totals:

  • Total Contacts: Tracks the overall number of registered client profiles (e.g., 10).

  • With Email: Displays total count of client profiles with attached email addresses (e.g., 10).

  • With Company: Highlights client profiles linked to specific company records (e.g., 10).

Directory Controls & Search Bar

  • Search clients...: Global filter input for locating clients by name, company, email, or details.

  • View Switcher: Toggle viewing modes between Table (list layout) and Grid (card layout).

Clients Table Data Columns

  • Name: Primary contact name and title/role.

  • Company: Associated organization or business entity (e.g., Summit Logistics, Creative Spark Agency).

  • Email: Primary contact email address.

  • Phone: Contact phone number (e.g., 5555678901, 5557890123).

  • Created At: Date when the client profile was created (e.g., May 12, 2026).

Row Actions Menu (...)
Clicking the three dots icon on any client row displays quick record management actions:

  • View: Opens full client profile and invoice history.

  • Edit: Opens the setup editor to update contact information or company assignment.

  • Delete: Removes the client profile from the directory.

Header & Action Buttons

  • + New Client: Direct action button to open the client creation modal.

  • Generate Report: Opens the Invoice Clients Report export modal:

    • Export Count: Displays total targeted client records (e.g., Exporting 10 records).

    • Export Format Options: Allows instant downloads via Export as PDF or Export as CSV.

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BuildRunKit Invoices: Creating a New Client

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The New Contact modal provides a multi-tab interface for adding customer profiles to the Clients directory.

Details Tab

  • First Name *: Required field to enter the client's first name.

  • Last Name *: Required field to enter the client's last name.

  • Email: Text field for primary email address.

  • Company: Dropdown menu (Select or search company) to assign an existing company, or click + to quick-add a new organization.

  • Position: Text field to enter job title or role.

  • Website: Text field for organization URL.

  • Owner: Dropdown menu to assign an internal account manager (No owner).

  • Billing Info: Text area for client-specific invoicing instructions or billing addresses.

  • Notes: Text area for general internal account comments.

Contact Tab

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  • Address: Text area for primary physical or mailing address.

  • Phone: Numeric text field for landline contact.

  • Mobile Phone: Numeric text field for cell phone contact.

  • Other Phone: Numeric text field for secondary contact numbers.

  • Additional Contact Methods: + Add Contact Method button to record alternate communication channels.

  • Social & External Links: + Add Social / External Link button to attach online profiles (e.g., LinkedIn, X).

Custom Fields Tab

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  • Manual: Configured text input field generated from global Custom Field settings (e.g., Manual).

Tags Tab

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  • Type a new tag name...: Input field with + Add Tag button to create new tags on the fly.

  • Pre-set Tag Selection: Checkbox toggles to assign color-coded client categories (Hot Lead, Cold Lead, Customer, Prospect, Partner, Vendor, Lead, Investor, VIP).

Header & Action Buttons

  • Close (x): Top-right button to exit overlay without saving.

  • Cancel: Outline button to discard entries and close the modal.

  • Save: Primary blue button to create the client record.

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