If you have existing clients that you want to start managing with Satori

1. add the client to your contacts
2. create an agreement for your client

Note: if your agreement includes a billing schedule, activating the agreement will cause the first invoice on that schedule to be emailed to your client. If you don’t want to invoice your client (e.g. because they’ve already paid), you can either disable billing for the agreement (by selecting Free on the agreement Billing tab); or wait till the beginning of a new billing cycle to activate.u