skip to content

Clients

Complete client management is one of our goals. We understand that most business deal with clients differently - we try & cater to your exact client relationship requirements.

Instantly Find Clients

Type any part of any information from your client and instantly find your client. By default, clients are ordered by amount outstanding. An Actions button is available to quickly perform common actions on the selected client.

Client Tags

Add tag(s) to your clients so that you can easily send SMS & Bulk emails to your clients by tag. Everywhere that you can select multiple clients for an action, you'll be able to select by tag.

Client Tags

Automatic Statements

Manage Automatic Statements to automatically email statements to certain clients on specific days - especially useful for those that frequently "forget" to pay you on time. Automatic Statements can optionally be skipped if the client has nothing outstanding.

Automatic Statements

Top Clients - Reports

With a couple of clicks you can view your top clients in a specified period, by volume & by revenue.

Quick & Easy Reports

Custom Fields.

You can add custom fields for your clients.

Add Custom Fields

Customer Zone

Each client gets access to a customer zone from where they can update their information (requires your approval) & view all their documents from any internet connected device.

Read more about the customer zone here.

Customer Zone

Keep your client updated

Your client can be notified via SMS and/or Email, all optional, every time a job cards status changes. It keeps a healthy relationship with your clients, and they appreciate being kept up to date every single step of the way. Keep them loyal to your business by keeping them up to date, a client appreciates nothing more.

Keep Your Client Updated

Ready to get started? Sign Up for Free

 next Invoices

 

More than 1,000 businesses operate more efficiently with us.

Fast, Accurate & Easy to Use

Small Business Management System or SBMS, now rebranded as Invoices Online is an online invoicing system developed by the same guys that developed our site, we use it and honestly recommend it to all people who have dynamic sites, or want an online invoicing solution.  The invoicing application is fast, accurate, easy to use, and it really enhances the online experience of our clients.

Jannie Schutte - myFinance-Online.co.za
valued client OrgChart Hosting Pty Ltd
OrgChart Hosting Pty Ltd
valued client kidoscabbie
kidoscabbie
valued client Cape Adventure Zone
Cape Adventure Zone
valued client Stevens Consulting
Stevens Consulting
valued client Roamfree Boerdery (PTY) LTD
Roamfree Boerdery (PTY) LTD
valued client VA AND M SERVICES
VA AND M SERVICES
valued client McKaynine Randfontein
McKaynine Randfontein
valued client Camp 4 Africa (Pty) Ltd
Camp 4 Africa (Pty) Ltd
valued client FLIPS AUTO ELECTRICAL
FLIPS AUTO ELECTRICAL
valued client Cooper Power Cape Town (Pty) Ltd
Cooper Power Cape Town (Pty) Ltd
valued client Tantra Sound and Lightz
Tantra Sound and Lightz
valued client Bloem Rugby Academy PTY (Ltd)
Bloem Rugby Academy PTY (Ltd)
valued client NEW BEGINNINGS DESIGNS
NEW BEGINNINGS DESIGNS
valued client OPTIMUS ELECTRICAL PTY (LTD)
OPTIMUS ELECTRICAL PTY (LTD)
valued client Immediate Health (PTY) LTD
Immediate Health (PTY) LTD