Clients

Clients

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 ...

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By Aleks Kowalczyk

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...

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By Aleks Kowalczyk

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...

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By Aleks Kowalczyk

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 ...

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By Aleks Kowalczyk

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...

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By Aleks Kowalczyk

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

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By Aleks Kowalczyk

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...

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By Aleks Kowalczyk

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...

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By Aleks Kowalczyk

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...

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By Aleks Kowalczyk

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...

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By Aleks Kowalczyk

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...

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By Aleks Kowalczyk

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,...

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By Aleks Kowalczyk

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...

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By Uwe

updated about 2 hours ago