Quick Start

Get your first client set up, create an invoice, and have your dashboard working.

Prerequisites

• You need the agency_owner role to access ClientFlow
• Navigate to Client Flow in the main menu

Step 1: Create a Client

From the ClientFlow Clients view (/client-flow/clients):

1. Click New Client
2. Fill in required fields:

- Company name - Email address

1. Save

The client appears immediately in your list.

Step 2: Assign a Project

Open the client you just created. Go to the Projects tab.

1. Click Assign Project
2. Select from your existing GitScrum projects
3. Confirm

This links the project to the client. Project health will now appear in your ClientFlow dashboard.

Step 3: Create an Invoice

From the client detail panel, click Create Invoice.

The invoice modal asks for:

After creating the invoice, it opens in the Invoice Detail Panel where you add line items.

Invoice Statuses

Step 4: Check the Dashboard

Navigate to the main ClientFlow Dashboard (/client-flow).

With one client, one project, and one invoice, you'll see data in:

• Overview — Your invoice appears in the status breakdown
• Revenue — Invoice appears in recent invoices list
• Projects — Connected project shows budget status

As you add more data, the other tabs become useful:

• Pending — Proposals and invoices awaiting approval
• At Risk — Clients with overdue invoices or stalled projects
• Insights — AI-generated action items
• Leaderboard — Client rankings by revenue

Date Filters

Every dashboard tab uses the same date range selector:

The Workflow

New project:

1. Create client
2. Create proposal → Client approves → Project created
3. Work happens → Time tracked
4. Create invoice from client panel
5. Mark invoice paid when payment arrives

Recurring client:

1. Create new invoice from client panel
2. Add line items
3. Issue invoice
4. Track payment

Troubleshooting

"I don't see ClientFlow in the navigation"

You need the agency_owner role. Check your user permissions in workspace settings.

"Invoice is stuck in Draft"

You need to issue the invoice. From the Invoice Detail Panel, click Issue Invoice to change status from Draft to Pending.

"Client doesn't appear in dashboard"

The dashboard shows aggregated data. Make sure you have:

• At least one invoice, proposal, or project connected to the client
• The correct date range selected (some filters may not include old data)

Next Steps

• Dashboard Guide — Learn all seven dashboard tabs
• Clients Guide — Client management in detail
• Invoices Guide — Complete invoice workflow
• Proposals Guide — Creating and tracking proposals