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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 Karino Merinos ( PTY ) LTD
Karino Merinos ( PTY ) LTD
valued client dr.dermal
dr.dermal
valued client Wiselink Broadband Vryheid
Wiselink Broadband Vryheid
valued client Konsortium Marketing (PTY)LTD
Konsortium Marketing (PTY)LTD
valued client Peter Salvage Pty Ltd
Peter Salvage Pty Ltd
valued client BD Maintenance
BD Maintenance
valued client webb it services
webb it services
valued client SOLO CONTAINER RENTALS
SOLO CONTAINER RENTALS
valued client Lemba Truck Stop
Lemba Truck Stop
valued client National Elite Security Services (PTY) LTD
National Elite Security Services (PTY) LTD
valued client Printo Printers
Printo Printers
valued client Math Zone pty Ltd
Math Zone pty Ltd
valued client Hydroworld T/A Milliqua
Hydroworld T/A Milliqua
valued client United Paintball Federation
United Paintball Federation
valued client MONSTER SECURITY SERVICES (THABAZIMBI/NORTHAM)
MONSTER SECURITY SERVICES (THABAZIMBI/NORTHAM)