Clients Tab

Learn how to manage your clients list and client billing.

Kim Fortin avatar Samantha Postlethwaite avatar Pallavi Borkar avatar
28 articles in this collection
Written by Kim Fortin, Samantha Postlethwaite, and Pallavi Borkar

Sending Mass Emails

How to define audiences, send mass emails and view sent emails.
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Written by Pallavi Borkar
Updated over a week ago

Create and/or Edit a Client Account

Create, edit and manage your clients' information via the Clients tab.
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Written by Samantha Postlethwaite
Updated over a week ago

Manage your Client Lists

The Clients tab provides tools to help you record, target and action the client files you're looking for.
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Written by Samantha Postlethwaite
Updated over a week ago

Activate a Client Account

Send an activation request to your clients' email addresses so they can register online.
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Written by Samantha Postlethwaite
Updated over a week ago

Add a Member to a Client Account

You can add members to a client account when an Account owner has been created.
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Written by Samantha Postlethwaite
Updated over a week ago

How to change the account owner

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Written by Samantha Postlethwaite
Updated over a week ago

The new way to tackle Contacts

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Written by Samantha Postlethwaite
Updated over a week ago

Add a Picture to a Client's Account

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Written by Samantha Postlethwaite
Updated over a week ago

Delete or Archive Clients

Learn how to delete a client account from your database.
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Written by Samantha Postlethwaite
Updated over a week ago

Gender in Amilia

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Written by Samantha Postlethwaite
Updated over a week ago

How do you know when your customers have signed up?

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Written by Samantha Postlethwaite
Updated over a week ago

Print your client's profiles

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Written by Samantha Postlethwaite
Updated over a week ago

Export your Client Information

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Written by Samantha Postlethwaite
Updated over a week ago
Client Billing

Manage your Client's Billing

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Written by Samantha Postlethwaite
Updated over a week ago

Make a Purchase on Behalf of your Client

Administrators can make purchases for clients.
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Written by Samantha Postlethwaite
Updated over a week ago

Saved Credit Card(s) and eCheck(s)

Clients can save their payment details in their user account and authorize their organization to use it.
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Written by Samantha Postlethwaite
Updated over a week ago

Cancel a Purchase and Issue a Refund

It's easy to cancel a purchase and issue a refund in a single transaction.
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Written by Samantha Postlethwaite
Updated over a week ago

How to replace an activity

The replacement feature allows you to quickly swap a client from one activity into another within the same program. 
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Written by Samantha Postlethwaite
Updated over a week ago

Make Payments and Deposits in a Client's Account

If a payment isn't made in the store, you can add them directly in the client's billing account.
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Written by Samantha Postlethwaite
Updated over a week ago

Record a Refund from the Operations Menu

Recording a refund within a client's account via the Clients>Client Billing subtab.
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Written by Kim Fortin
Updated over a week ago

Deposit of post-dated checks

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Written by Samantha Postlethwaite
Updated over a week ago

Refund a client directly on their credit card

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Written by Samantha Postlethwaite
Updated over a week ago

Edit Installments in a Client's Account

Learn how an administrator can make changes to the installments in a client's account.
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Written by Samantha Postlethwaite
Updated over a week ago

Auto-Reconcile Client Accounts

Save time by auto-reconciling transactions for all accounts or for a specific client.
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Written by Samantha Postlethwaite
Updated over a week ago

Manually Reconcile an Account

If transactions in a client's account are not fully reconciled, it's best to investigate the reason and reconcile manually.
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Written by Samantha Postlethwaite
Updated over a week ago

Create Mass Invoices or Credits

It is possible to mass invoice or credit your clients from the Clients tab.
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Written by Samantha Postlethwaite
Updated over a week ago

Send your clients an Account Statement

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Written by Samantha Postlethwaite
Updated over a week ago

Search by Invoice Number

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Written by Samantha Postlethwaite
Updated over a week ago