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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.

Saving time, saving money

Thanks to Invoices Online, administration of our client accounts went from an absolute nightmare, to an exciting and pleasurable couple of hours every Friday.  The system just makes everything so quick and easy.

Cornel Erasmus - TELA Loss Adjusters & Assessors
valued client Stories4Kids (Pty) Ltd t/a Storietyd
Stories4Kids (Pty) Ltd t/a Storietyd
valued client Goeters & Dinge
Goeters & Dinge
valued client Panorama Guest House
Panorama Guest House
valued client Moremi Kitchens Rustenburg
Moremi Kitchens Rustenburg
valued client Dombieterfontein (PTY) LTD
Dombieterfontein (PTY) LTD
valued client Hannes Services (Pty) Ltd
Hannes Services (Pty) Ltd
valued client Garden Route  Salon Supplies
Garden Route Salon Supplies
valued client Bloem Rugby Academy PTY (Ltd)
Bloem Rugby Academy PTY (Ltd)
valued client Konsortium-merino
Konsortium-merino
valued client HausSpace Building Solutions (PTY) Ltd.
HausSpace Building Solutions (PTY) Ltd.
valued client LRB Computers
LRB Computers
valued client Chiron Medical Solutions
Chiron Medical Solutions
valued client Paradise Creek Investments 15 (PTY) LTD
Paradise Creek Investments 15 (PTY) LTD
valued client L&K Boutique T/A Loka Benoni
L&K Boutique T/A Loka Benoni
valued client FJW Security Cc
FJW Security Cc