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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.

One of the best decisions I've made for my business

I've been searching for a reliable, easy-to-use, online invoicing system for my small business. After investigating various options, I came across InvoicesOnline and was pleasantly surprised to learn that it is a South African product. I decided to give it a try which turned out to be one of the best decisions I made for my business! It is user-friendly, reliable and saves me tons of time, time that I can now focus on growing my business. Their technical support is always just a phonecall or email away and I have piece of mind knowing that my accounting docs are safe and available when I need them.

Anri van der Linde
valued client The Scanned Cube
The Scanned Cube
valued client Konsortium Operations (PTY) LTD
Konsortium Operations (PTY) LTD
valued client NGB HOLDINGS PTY LTD
NGB HOLDINGS PTY LTD
valued client Garden Route  Salon Supplies
Garden Route Salon Supplies
valued client African Gardens
African Gardens
valued client OPTIMUS ELECTRICAL PTY (LTD)
OPTIMUS ELECTRICAL PTY (LTD)
valued client Website Café (PTY) LTD
Website Café (PTY) LTD
valued client LRB Computers
LRB Computers
valued client All Trucking Solutions
All Trucking Solutions
valued client Digifax (Pty) Ltd trading as Digirent
Digifax (Pty) Ltd trading as Digirent
valued client Fox Alarms & Security CC
Fox Alarms & Security CC
valued client Paradise Creek Investments 15 (PTY) LTD
Paradise Creek Investments 15 (PTY) LTD
valued client FJW Security Cc
FJW Security Cc
valued client Wildsure Consulting (Pty) Ltd
Wildsure Consulting (Pty) Ltd
valued client RECONNECT DAY SPA
RECONNECT DAY SPA