Clients are the companies and people you make productions for. Link them to projects, budgets and quotations, and keep contact details and invoice addresses in one place.

Add a client

  1. Open Contacts in the sidebar and choose New client.
  2. Fill in the company name, the client type (broadcaster, agency, brand, co-producer), the status, and the invoice address and VAT number.
  3. Add the contact persons: name, role, email and phone.

An administrator maintains the client types and statuses under Settings.

Where a client appears

  • On the project, as the client of the production.
  • On the budget and the quotation, with the invoice address on the document.
  • On Involved companies of a project when a client is one of several parties, for example a co-producer next to a broadcaster.

Portal access

A contact can be given access to the client portal to see their projects and submit invoices. See What the portal is.

Suppliers

Suppliers are contacts too. When an invoice comes in, Tubes matches the supplier by name and VAT number, so a complete supplier record saves corrections later. With Xero connected, contacts can be synced both ways. See Connect Xero.