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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 LEO DEVELOPMENT GROUP
LEO DEVELOPMENT GROUP
valued client Imvubu General Trading
Imvubu General Trading
valued client INDUSTRIAL DRUM SERVICES (PTY)LTD
INDUSTRIAL DRUM SERVICES (PTY)LTD
valued client De light Investments(Pty)Ltd trading as Serene Memorials
De light Investments(Pty)Ltd trading as Serene Memorials
valued client Know Informatics
Know Informatics
valued client Winfields Great Getaways
Winfields Great Getaways
valued client Goju Ryu Karate Centre
Goju Ryu Karate Centre
valued client Tagline Brands
Tagline Brands
valued client Network Grey (Pty )Ltd
Network Grey (Pty )Ltd
valued client kidoscabbie
kidoscabbie
valued client WIP Digital Solutions
WIP Digital Solutions
valued client Konsortium Operations (PTY) LTD
Konsortium Operations (PTY) LTD
valued client VIV'S TRUCKS (Pty) Ltd. (651)
VIV'S TRUCKS (Pty) Ltd. (651)
valued client Amber Waves
Amber Waves
valued client Klinrol Hygienic Tissue Products (pty) ltd
Klinrol Hygienic Tissue Products (pty) ltd