Appearance
Managing Clients
The Clients section is a contact directory of everyone you work with. Clients are linked to proposals, projects, and invoices.
Creating a Client
Click New client from the Clients list. You can also create a client inline while building a proposal (Step 1 — Basics).
Client fields
Contact details
| Field | Notes |
|---|---|
| Client name | The person's name (required) |
| Business name | Company or trading name |
| Primary contact email | |
| Phone | Contact number |
| Website | Optional URL |
Business details
| Field | Notes |
|---|---|
| Company type | Individual, Freelancer, Startup, SMB, Enterprise, Agency, Educational, Non-profit |
| Industry | Client's industry sector |
| GST / Tax ID | GSTIN for GST-registered clients — used on invoices |
| Payment terms | Default terms preference (e.g. 30 days net) |
Address
Full address fields: line 1, line 2, city, state, postal code, country.
Notes
Free-text internal notes — visible only to your team, never to the client.
Client Logo
On the client detail page, click the logo area to upload an image. Supported formats: JPEG, PNG, WebP, SVG. Maximum file size: 1 MB. The logo appears on proposals and invoices sent to this client.
To remove the logo, click the existing image and select Remove.
Client Tabs
Each client has three tabs:
Details
All the fields above. Edit and save at any time.
Trust Score
A computed reliability metric based on the client's payment history with your workspace. The score considers:
- How promptly they pay invoices
- Whether invoices have gone overdue
- Overall payment consistency
The trust score builds up over time as you invoice and track payments for this client.
Activity
A timeline of all interactions with this client across your workspace:
- Proposals sent and their outcomes
- Projects linked to them
- Invoices and payment status
Searching Clients
Use the search bar on the Clients list to filter by name or email.
Deleting a Client
Hover a client row in the list and click the delete icon, or use Delete on the client's own page.
If the client has any proposals, projects, or invoices, Omako stops and tells you exactly what is linked — for example "Acme Studios has 1 project, 3 proposals and 2 invoices" — before asking you to confirm a second time. A client with nothing linked is deleted after a single confirmation.
What is kept, and what is lost
| Record | What happens |
|---|---|
| Proposals, projects, invoices | Kept. They stay in your account but permanently lose their link to the client |
| Contacts and addresses | Deleted along with the client |
| Sent invoices | Fully preserved. Name, business name, GSTIN and billing address are stored on the invoice itself when it is sent |
| Draft invoices | Lose their billing details, because those are only saved when an invoice is sent |
WARNING
Deletion cannot be undone, and a deleted client's contacts and addresses cannot be recovered. If you only want to stop working with someone, consider leaving the record in place rather than deleting it.
Why sent invoices are safe
An invoice is a legal document, so Omako takes a copy of the client's billing details at the moment you send it. Editing or deleting the client afterwards never changes what an already-sent invoice shows.