How can I add an additional contact to my client?
1. Go to the Clients page 2. Choose the client and click on the pencil icon to edit the information 3. Go to the Client Contact section 4 . Click on the Add Additional ...
By
updated 12 months ago
How can I add a client?
1. Go to the Clients page 2. Click on the green New client button 3. Add information about your client: company name, language, currency, and other optional details 4. Add your...
By
updated 12 months ago
How can I print my client list?
1. Go to the Clients page 2. Scroll down and click on the Export to Excel or Save as PDF button 3. After the download is completed simply open the client list file on...
By
updated 12 months ago
How can I restore deleted clients?
1. Go to the Clients page 2. Click on the grey Deleted button on the bottom of the page 3. Click on the Restore icon next to the deleted client that you want to restore 4. Click ...
By
updated 12 months ago
How can I add additional information about my client?
1. Go to the Clients page 2. Click on the pencil icon next to the client you want to edit 3. Add additional information and click on the green Edit Client button 4. Optional: Update all...
By
updated 12 months ago
How to check the details of my clients?
1. Go to the Clients page 2. Click on the Edit button next to the client you want to check 3. Then check, add or change information about your client
By
updated 12 months ago
Why am I not allowed to add any more clients?
You can't add more clients because you've already used the full amount of clients that your account plan allows you to have. If you want to have more clients, you have to upgrade your account to a...
By
updated 12 months ago
How to add notes to my client?
Notes is an optional box on the invoice. Every time you create an invoice you can put some additional information/notes to your client in this box. For example, you can add a special discount for...
By
updated 12 months ago
How can I delete a client?
1. Go to the Clients page 2. Click the red trash bin icon next to the client you want to delete 3. Confirm that you really want to delete the client You can always restore a deleted...
By
updated 12 months ago
How can I delete a client?
1. Go to the Clients page 2. Click the red trash bin icon next to the client you want to delete 3. Confirm that you really want to delete the client You can always restore a deleted...
By
updated 12 months ago
How to change my client's tax name and tax number?
1. Go to the Clients page 2. Click on the pencil icon next to the client you want to edit 3. Enter your client's information in the "Tax name" and "Tax number" fields 4. Click on the...
By
updated 12 months ago
How to flag a client?
1. Go to your Clients page 2. Click on New Client or on the yellow pencil to edit an existing client 3. Scroll down to the Client Notes section and fill out the box (e.g. “ Late payer,...
By
updated 4 months ago
How does the Client Portal work?
When sending an invoice to a client you can also attach a link to the hosted invoice within our Client Portal. That way your client can view, download, print, comment and (if activated) pay the...
By
