Activating / Deactivating a Client
How to Deactivate a Client?
In the Clients tab, open the details of the client you want to deactivate. Then, in the top right corner, click the Deactivate Client button. Confirm your choice in the dialog box.
Client deactivation
How to Reactivate a Client?
In the Clients tab, select the Inactive Clients view.
Inactive clients select
Next, select the client you want to reactivate and open their details.
In the client's details, click on the Reactivate Client button.
Client reactivation
Creating a Client
Clients are your customers for whom you work on individual projects. For each project you create in Costlocker, it's necessary to assign a client.
Setting Default Client Rates
We can set default rates for individual activities for each client. These rates will automatically populate the budget when you add a particular activity to the budget of a client's project.