What is the Clients tab?
The Clients tab gives you a single place to see every payer you work with on Rise and where that relationship currently stands. From your sidebar, select Clients to open it.
At the top, you'll see a summary of your relationships:
Active – payers you're currently working with
Pending – relationships that are set up but not yet fully active
Ended – relationships that have been terminated
Below the summary, a table lists each client with:
Column | What it shows |
Client | The payer's name |
Started | The date the relationship began |
Total paid | The total amount you've been paid by that client to date |
Status | Active, Pending, or Ended |
You can use the search bar to find a specific client, or the status and sort filters to narrow down the list. Select View next to any client to see more detail about that relationship.
Can I end a client relationship myself?
No. Contractors can't end a client relationship from their own account. If you'd like to stop working with a client, you'll need to reach out to that payer directly and request that they end the relationship on their end — Rise doesn't have a way to do this for you from the contractor side.
What happens after a relationship ends?
Once a payer ends the relationship, it doesn't disappear from your Clients tab. It stays visible with a status of Ended, along with the historical details (start date, total paid). This is intentional — it keeps a complete record for your own reference and for auditability, even though the relationship is no longer active.