Add Client

Adding clients to Orka lets you track projects, invoices, and communication in one place.

How to add a client

1. Click Clients in the sidebar
2. Click Add Client
3. Fill in the client details
4. Click Save

Client information

Capture the essentials:

• Name — Company or individual name
• Email — Primary contact email
• Phone — Optional contact number
• Company — Business name (if applicable)
• Address — Billing address
• Currency — Preferred payment currency

Business Tip: Always add a primary contact email. This is used for sending invoices and project updates.

Client portal access

When you add a client, you can optionally enable the client portal. This gives them:

• A shared view of project progress
• Access to invoices and payment history
• Ability to approve milestones
• Secure file sharing

Business Tip: Enable the client portal for transparency. Clients appreciate seeing real-time project progress.

What to do next

After adding a client:

• Create a project for this client
• Generate a proposal to win the work
• Send an invoice for completed work