Managing Clients in RateRun: Contacts, Currencies, and Tax Settings

Every freelance project starts with a client. Before you can track time, send an invoice, or log income, you need somewhere to store the people you work with — their name, email, billing address, currency, tax settings. That is what the Clients page is for.

Adding a new client

Hit the Add Client button and fill in the basics: name, email, phone, and company. You can also add a billing address — this gets pulled into your invoices automatically, so you only enter it once.

Every client gets their own card in the list. You can see at a glance who they are, what currency they bill in, and whether they have any active projects.

Setting the right currency

If you work with international clients, currency matters. Each client in RateRun has a default currency — USD, GBP, EUR, AUD, or CAD. When you create a project for that client, the currency carries over automatically.

This means your invoices, timer earnings, and dashboard stats all show the correct currency without you having to think about it. No more manually converting between dollars and pounds.

Tax-exempt clients

Some clients do not need tax added to their invoices — charities, overseas clients under reverse charge rules, or businesses in tax-free jurisdictions. Instead of remembering this every time you create an invoice, you can flag a client as tax exempt on their profile.

When you generate an invoice for a tax-exempt client, RateRun skips the tax calculation automatically. It is a small detail that saves you from embarrassing correction emails.

How clients connect to everything else

Clients are not just a contact list. They are the thread that ties your entire workflow together:

• Projects — every project belongs to a client, with its own hourly rate and currency
• Timer — when you start the timer, you pick a client and project first
• Invoices — client details (name, email, address, tax status) auto-fill on every invoice
• Dashboard — your dashboard breaks down earnings by client so you can see who pays the most

Set up a client properly once, and everything downstream just works.

Keeping things tidy

Over time you will build up a list of clients — some active, some from years ago. The client list is searchable, so finding someone takes seconds even if you have dozens of entries.

If a client relationship ends, you can leave them in the system. Their historical data (tracked time, invoices, payments) stays intact for your records. Nothing gets lost.