Clients

Adding a new client captures essential contact and financial details for future transactions.

Steps

1. Click Add new client in the top-right corner of the page
2. In the window that opens, complete the required fields:
   • Company or Point of contact (at least one is required)
   • Account Currency (required – select from the dropdown)
3. Optionally fill in additional fields:
   • Phone: Contact phone number
   • Email: Contact email address
   • Address: Physical or postal address
   • VAT Number: Tax identification number
4. Click Submit to save the client

Result

The new client appears in the Active Clients table. The window closes and the client list refreshes to include the new record.

Notes & rules

• Either Company or Point of contact must be provided – the system uses these to identify the client
• Account Currency cannot be changed after the client has transactions posted to their account
• Email validation: If provided, the email must be in a valid format
• Click Cancel to discard changes and close the window

Update client information as contact details or business details change.

Steps

1. In the Active Clients table, locate the client you want to update
2. Click the blue Edit button (pencil icon) in the first column
3. The client detail window opens with "Edit client" as the header
4. Modify any of the editable fields (Company, Point of contact, Phone, Email, Address, VAT Number)
5. If no transactions exist for this client, you can also change the Account Currency
6. Click Submit to save changes

Result

The client record updates immediately in the table. The window closes and changes are visible without needing to refresh the page.

Notes & rules

• Account Currency restriction: If the client has existing transactions, you'll see a warning preventing currency changes
• Required fields: At least one of Company or Point of contact must remain filled
• Click Cancel to discard edits and close the window

Quickly locate specific clients using search and view toggles.

Using the search field

The search field (top-left) accepts partial matches across multiple client fields. As you type, results filter automatically. Click the info icon next to the search field to see searchable terms.

Sorting results

Click any column header with a sort icon to reorder the table. Click again to reverse the sort direction. The active sort column displays an arrow indicating ascending or descending order.

Result

The table updates in real-time as you search or change views. If no clients match your criteria, a message displays: "There are no clients that match the provided search terms."

Navigate to a client's financial account to view transactions, balances, receipts, and statements.

Steps

1. In the Active Clients table, locate the client
2. In the Account column (second column), click the green button with the invoice-dollar icon
3. The page navigates to the Manage Client Account view for that client

What you'll see

The Manage Client Account page displays:

• Account balance summary: Current balance and period-specific totals
• Transaction history: All invoices, receipts, credit notes, and allocations
• Search and filters: Date range, transaction type, and status filters
• Add new receipt: Record payments received from the client
• Generate statement: Export account statements for the selected period

Returning to clients list

Click the Return to all clients button at the top of the account page to navigate back.

Notes & rules

• Permission required: If you lack access to client accounts, the button shows a "Not Authorized" state
• Account balance column: In the Active Clients table, the Account Balance column shows the current balance. Positive values indicate amounts owed to you; negative values indicate credit balances

Access a client's quotes, proforma invoices, and invoicing history from their row.

Steps

1. In the Active Clients table, locate the client
2. In the third column, click the blue Quotes & Invoices button
3. The page navigates to the Client-Specific Quotes view

What you'll see

The Client-Specific Quotes page displays:

• Quotes list: All quotes created for this client (draft, sent, accepted, declined)
• Create new quote: Tools to generate and send quotes to the client
• Convert to invoice: Process accepted quotes into proforma invoices
• Export and print: Generate quote and invoice documents

Returning to clients list

Use the browser back button or navigate through the main menu to return to the Clients page.

Deactivating a client removes them from active workflows while preserving all historical data. This is the recommended approach for clients you no longer work with.

Deactivating a client

1. In the Active Clients table, locate the client
2. In the last column, click the red Deactivate button (ban icon)
3. The client immediately moves to the Deactivated view

Reactivating a client

1. Switch to the Deactivated view using the radio buttons
2. Locate the client in the Deactivated Clients table
3. In the last column, click the green Activate button (plus icon)
4. The client immediately moves back to the Active view

Result

Deactivated clients no longer appear in client selection dropdowns throughout Musket (quotes, flights, OFPs, etc.). All historical transactions, quotes, and flights remain intact and accessible through reports and archives.

Notes & rules

• No confirmation required: Activation and deactivation happen instantly when you click the button
• Reversible: You can activate and deactivate clients as many times as needed
• Data preservation: No data is deleted during deactivation
• Edit restriction: You cannot edit deactivated clients. Activate them first if changes are needed

The main table displays client records with tools for immediate action.

Deactivated Clients table

The Deactivated view shows a simplified table with these differences:

• Columns removed: Edit, Account, Quotes & Invoices, and Account Balance columns are hidden
• Last column changes: Deactivate button is replaced with a green Activate button
• Same search and sort: All other functionality remains identical

The client detail window appears when you click "Add new client" or "Edit" on an existing client.

Fields

Buttons

• Submit: Saves changes and closes the window. Changes "Submitting..." with a loading indicator while processing
• Cancel: Discards all changes and closes the window without saving

The filter input component (below the search row) provides period selection and items-per-page controls when you have 16 or more clients.

Number of items per page

Choose how many clients display on each page (15, 30, or 45). This setting persists across sessions.

Pagination controls

When your filtered client list exceeds one page, pagination controls appear at the bottom of the table showing:

• Current page and total pages: e.g., "Page 2 of 5"
• Previous/Next buttons: Navigate between pages
• Page number buttons: Jump directly to a specific page