Clients Directory

Rake Documentation Article

Want to see how this works in practice? Try it directly inside the Rake app.

📋 Overview

The Clients Directory is the foundational root of the Rake database hierarchy. It manages profiles for both immediate financial payers and the eventual end consumers of your expert services.

➕ Create a Client

Click "Add Client". Populate contact details, addresses, and organizational markers. Explicitly toggle the entity classification checkboxes (Billing Entity and/or End Client). Click Save Client.

✏️ Edit a Client

Select the client card, click Edit Profile, update fields such as billing addresses or email endpoints. Save changes — updated fields instantly propagate to any new documents generated.

🗑️ Delete a Client

Click Delete on the client card. The database performs a relational integrity check. If the client ID is discovered inside any active Projects, Purchase Orders, or historical Invoices, the deletion is hard-blocked. You must delete or re-map those child entities first.

📑 Field Definitions

Field	Type	Details
Billing Entity	Boolean	Tick if this client is the agency/recruiter paying your invoices
End Client	Boolean	Tick if this client is the actual organization where you deliver services
Name / Address	Text	Required for tax invoice compliance formatting
Email / Phone	Text	Primary communication endpoints for the client entity

🔗 System Interrelationships

Clients act as the absolute parent entity. You cannot build a Project or a Purchase Order without first assigning a parent Client ID. Rake natively supports tripartite contractor agreements by allowing you to link a project to both an End Client (for work location tracking) and a distinct Billing Entity (for financial routing).