Clients and rates
A client in nokko is one Markdown file in Clients/ holding billing details and, if you want, an hourly rate and currency. Attach it to a space, folder or board, and every hour logged there counts for that client.
For Mac · Last checked
Create a client
- Open the Clients view and click New Client….
- Type the Name. This is the short name boards and reports use, and it becomes the file name.
- Add an Hourly Rate and Currency if this client differs from your default. Both are optional.
- Fill in Billing Details: Company name, Company code, VAT number, Address, and the optional rest.
- Check the text under On the invoice — To. That is exactly what will print. Click Create.
The field labels follow the language set in Settings ▸ Billing, because the words are copied onto the invoice. nokko lists anything expected that is still empty but lets you save. It refuses an IBAN that fails its own checksum.
You can also use New… on the draft sheet, or New Client… in the client menu of Space, Folder and Project Settings. If the Clients view shows Folders that look like clients:, click a name to create the client and attach that folder in one step.
What the client file holds
---
type: client
rate: 75
currency: EUR
---
# Halden Coffee
## Billing details
Halden Coffee Roasters Ltd
Company code: 12345678
VAT number: LT100000000000
Address: 1 Mill Lane
VilniusEverything under ## Billing details is copied into an invoice's To block as written. The rate and currency stay in the file's frontmatter, so they stay out of the To block. Old invoices keep the details they were drafted with. If there is no file, the To block is the client's name alone.
Attach a client to your work
- In the sidebar, right-click a space, folder or board. The menus call a board a project.
- Choose Set Client and pick the name.
This writes one client: line: in the board's own file, in _folder.md for a folder, or in _space.md for a space. When levels disagree, the nearest wins.
| Order | Level | Example |
|---|---|---|
| 1 | LevelThe board's own client | ExampleOne board in a folder is for someone else. |
| 2 | LevelThe nearest folder above it | ExampleA folder per client, holding many boards. |
| 3 | LevelThe space | ExampleA whole space is one client. |
None clears the choice at that level only, so the board then inherits from above. In Project Settings the menu says what it would inherit, as in None — inherits Halden Coffee.
A name typed by hand with no file behind it shows a no record link on its card. Click it to create the file, which is where the billing details live.
How the rate for a line is chosen
nokko takes the first rate it finds, working from the most specific level down.
| Order | Rate | Where to set it |
|---|---|---|
| 1 | RateThe board's own rate | Where to set itRight-click the board ▸ Project Settings… ▸ Hourly rate |
| 2 | RateThe client's rate | Where to set itClients ▸ the card's ⋯ menu ▸ Billing Details… ▸ Hourly Rate |
| 3 | RateYour default rate | Where to set itSettings ▸ Billing ▸ Hourly rate |
A line added by hand has no board behind it, so it uses the client's rate, then your default. Rates are plain numbers with no currency attached. The currency belongs to the invoice: the client's Currency if set, otherwise the one in Settings ▸ Billing. nokko never converts between currencies.
On the draft sheet, hover over a rate to see which level it came from, or type over it for that invoice only. Settings ▸ Billing ▸ Round hours up to rounds each line's total minutes up to 6, 15 or 30 minutes. The default is Exact minutes.
The Clients view and unbilled hours
Each card leads with what you have not invoiced: hours, their value, and how old the oldest are. An hour is unbilled until an invoice for that client has a period containing its day. A draft counts, so drafting an invoice clears the figure.
- Draft Invoice… on a card opens the draft for that client, from the day after its last invoice through today, or from its oldest unbilled hour if it has no invoice yet.
- rate missing means no level has a rate. Click it to set the client's rate.
- The ⋯ menu holds Billing Details…, Rename Client… and Show Hours in Time. Renaming updates every place that names the client.
- Click the card itself for the client's page, with its invoices and the last six months of hours.
The iPhone shows the same unbilled hours under Not Invoiced Yet on the Time tab, without money. You cannot create or edit clients on iPhone.
Your own details
- Open Settings ▸ Billing and find Business Details.
- Click Fill In Details…. The fields match a client's, and the result becomes the From block on every new draft.
- Type your bank details in the Payment details box. They print in their own section after the totals.
Both are copied into each invoice when you draft it. Changing them later does not alter invoices that already exist.
Questions
- Can one board bill two clients in nokko?
- nokko gives each board one client, the nearest one set on the board, its folder or its space. If a board holds work for two clients, split it into two boards. A Tag filter does not get round this, because picking the second client on the draft sheet finds none of that board's hours.
- Does changing a client's address update old invoices in nokko?
- nokko copies a client's billing details into an invoice when you draft it, so old invoices keep the address they were issued with. New drafts use the updated text. To change an existing invoice, select it in Invoices, click Edit Text…, press Edit and change the To section yourself.