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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.

Impossible to run our businesses without IO

IO is an integral part of our day to day business. It allows me complete control and overview functionality, while still enabling franchise owners to run their various franchises without interruption.

At Storietyd.co.za - a bookclub for Afrikaans children, with thousands of members - all our billing is automated, automated invoices, automated debit orders, automated payment allocation, and so forth. Administration would be an absolute nightmare without IO.

We are suppliers of bulk educational products to schools, our reps in the field use IO for quotes, invoicing and managing debtors, directly from their smartphones / tablets.

We are extremely satisfied with Invoices Online, and would certainly recommend that you try it out.

Kobus Venter
valued client Gemini IT Solutions (Pty) Ltd
Gemini IT Solutions (Pty) Ltd
valued client African Gardens
African Gardens
valued client Printo Group
Printo Group
valued client CHARLIEX CONSTRUCTIONS
CHARLIEX CONSTRUCTIONS
valued client Xponents Trading (Pty) Ltd t/a Ultra Timbers
Xponents Trading (Pty) Ltd t/a Ultra Timbers
valued client Cooper Power Africa (Pty) Ltd
Cooper Power Africa (Pty) Ltd
valued client Wiselink Broadband Vryheid
Wiselink Broadband Vryheid
valued client NGB HOLDINGS PTY LTD
NGB HOLDINGS PTY LTD
valued client Salvage Genie
Salvage Genie
valued client MAD Controllers
MAD Controllers
valued client General PPE Suppliers (PTY) Ltd
General PPE Suppliers (PTY) Ltd
valued client FX ACCOUNTING
FX ACCOUNTING
valued client Firstweb Hosting & Design
Firstweb Hosting & Design
valued client Westside Car Audio CC
Westside Car Audio CC
valued client Fox Alarms & Security CC
Fox Alarms & Security CC