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Effectively manage your clients

With some of our businesses having over 10,000 clients on record, it is important to manage clients properly.

Proper Configuration

Under Settings -> Interface, you should set Client Selection to "Search by Typing" which will show a search box everywhere you need to select a client.  Once you reach around 150 clients, it becomes more efficient than displaying all clients in a dropdown select box.  You can type any part of the clients' name, email address, or id, to have matching clients displayed instantly.

Deleting or Unmarking Active

Clients that hasn't been issued any documents can be deleted.  As soon as a client has been issued something, he can no longer be deleted, as we allow clients to login and view all their generated documents.  Clients like these can be marked as inactive though by unchecking the Active checkbox when editing the client, or viewing the Clients page.  These inactive clients won't show up in searches or on any place where you need to select a client.

Restoring Active Status

Clients' active status can be restored from the Clients page.  First check the Include Inactive Clients checkbox at the top of the page, and then use the page as you normally would.

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

Integrated Debit Order Solution

We sell adsl bandwidth ranging from a single gig account, up to uncapped accounts. We use invoices online for all our invoicing needs - the invoices online API is integrated in our debit order system that runs on a monthly basis. All clients receive an invoice as soon as their account is debited, and on successful payment the payment is automatically recorded against their account. The system saves us a great deal of time and effort every month, and we recommend that you give it a try.

Hugo van Sittert
valued client Kainos  (Pty) Ltd
Kainos (Pty) Ltd
valued client All Trucking Solutions
All Trucking Solutions
valued client CLEVER STUDENTS
CLEVER STUDENTS
valued client Safe-Train Consulting (PTY) Ltd
Safe-Train Consulting (PTY) Ltd
valued client Fox Alarms & Security
Fox Alarms & Security
valued client United Paintball Federation
United Paintball Federation
valued client Little Nutty Professors
Little Nutty Professors
valued client Blue Sky Solar Services
Blue Sky Solar Services
valued client Flintbeck E.W.S
Flintbeck E.W.S
valued client GF CASTELYN Trading as ELECTROPRINT ARMATURE REWINDERS
GF CASTELYN Trading as ELECTROPRINT ARMATURE REWINDERS
valued client Digifax (Pty) Ltd T/A SecurityHyper
Digifax (Pty) Ltd T/A SecurityHyper
valued client Wiz Cleaning Services
Wiz Cleaning Services
valued client Benedetta & Kie
Benedetta & Kie
valued client Wiselink Broadband Dundee
Wiselink Broadband Dundee
valued client Konsortium-merino
Konsortium-merino