Clients

Clients are the companies or individuals your organisation bills for work. Tasks and invoices are always associated with a client.

Adding a Client

Go to Clients and click New client. Fill in:

• Name — the client's company or display name
• Contact email — for general correspondence
• Billing email — used for invoicing; must be unique across all clients
• Notes (optional) — any free-text notes about the client
• Accounting customer ID (optional) — the customer ID in Minimax. Required if you want to push invoices to Minimax for this client

Accounting Customer ID

This field links the client in Nufinox to a customer record in your Minimax account. Without it, the Create draft button on invoices for this client will not be available.

To find the correct ID, check your Minimax account's customer list and enter the numeric customer ID here.

Tasks and Work Logs

All tasks in Nufinox belong to a client, determined by which external project or team they come from (via client mappings in Settings). Work logs inherit the client association through the task.

When you create an invoice for a client, Nufinox pulls in work logs from tasks belonging to that client.

Editing and Deleting

Only admins can create, edit, or delete clients. Deleting a client also deletes all associated tasks and invoices. This is permanent.