Clients

Who you invoice. A client in Fyal is little more than a name, but that name ties together their invoices and projects, and from there come their history and the income concentration.

The list#

The page is a list: one row per client with their avatar, name, email (or the number of invoices and projects, if there's no email) and, on the right, what's been invoiced, with an amber dot before it if something is still outstanding (hover it to see how much). The search box filters by name and the rows are reordered by dragging.

Right-click on a row: open or delete (with Undo). Deleting a client doesn't delete their invoices: they keep the name as is, with no card behind it.

Duplicate clients#

If two clients look like the same one (the name written differently, the same tax ID or a typo), a line above the list lets you review them. Pick the one to keep and Merge: everything moves to it, with ⌘Z. Clients with different tax IDs are never suggested. If two that look alike would together go over the 347 threshold, Kaperu asks too.

Creating a client#

Two ways, and the second is the usual one:

The + on the Clients page, to the right of the search box: creates “New client” and opens its card so you can name it.
From an invoice or a project: the Client field is a picker that searches as you type and, if there's no match, offers “+ Create ‘what you typed’”. It's created and selected without leaving the form.

The client page#

Opening a client shows their name, email, phone, country, VAT number (from the EU, with a VIES beside it to check it), type (business or professional, or private individual: individuals don't withhold and their invoices start without IRPF), billing address (the one on their invoices; ⌘↩ saves it) and notes, all edited in place (Enter saves, Esc discards). Below, one figure: what's been invoiced; how much is paid and how much outstanding, behind the i. Then, in two columns, their invoices (number, a green dot if paid or amber if not, and amount) and their projects, which open when you tap them.

One name, one tax IDWhen importing invoices, the AI also reads the client's tax ID and Fyal uses it to avoid duplicates: it looks up by tax ID first, then by name. If the name already exists with a different tax ID, the import stops (“‘Name’ already exists with another tax ID”) for you to check; usually it's the same client with the number misread.

It also reads their country and saves it on the client; one without it shows “No country” until you set it. It matters: a VAT-free invoice goes in one box or another depending on where the client is (see Kaperu).