Go to Amilia
English
Français
All Collections
Clients Tab
Clients Tab
Manage your client lists and client billing.
26 articles in this collection
Written by
Samantha Postlethwaite
and
Pallavi Borkar
Create and Edit a Client Account
Create, edit and manage your clients' information in the Clients tab.
Written by
Samantha Postlethwaite
Updated this week
Add a Member to a Client Account
You can add members to a client account when an Account owner has been created.
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.
Written by
Samantha Postlethwaite
Updated this week
Manage your Client Lists
The Clients tab provides tools to help you record, target and action the client files you're looking for.
Written by
Samantha Postlethwaite
Updated over a week ago
Print Amilia ID Cards
Customize your template and print identification cards.
Written by
Samantha Postlethwaite
Updated this week
Send Mass Emails
How to define audiences, send mass emails and view sent emails.
Written by
Pallavi Borkar
Updated this week
How to change the account owner
Written by
Samantha Postlethwaite
Updated over a week ago
The new way to tackle Contacts
Written by
Samantha Postlethwaite
Updated over a week ago
Add a Picture to a Client's Account
Written by
Samantha Postlethwaite
Updated yesterday
Delete or Archive Clients
Learn how to delete a client account from your database.
Written by
Samantha Postlethwaite
Updated over a week ago
Gender in SmartRec
Written by
Samantha Postlethwaite
Updated over a week ago
See when Clients Joined your Organization
SmartRec lets you see when your client's account was created for your organization.
Written by
Samantha Postlethwaite
Updated this week
Print your client's profile
Written by
Samantha Postlethwaite
Updated this week
Client Billing
Manage your Client's Billing
Written by
Samantha Postlethwaite
Updated this week
Make a Purchase on Behalf of a Client
How to impersonate a client in the store.
Written by
Samantha Postlethwaite
Updated this week
Reconciliation in SmartRec
Reconciliation links payments to one or more items on an invoice and is required for accurate fiscal reporting.
Written by
Samantha Postlethwaite
Updated over a week ago
Saved Credit Cards and eChecks
Clients (and even admins) can save credit cards and bank information in the Wallet.
Written by
Samantha Postlethwaite
Updated this week
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.
Written by
Samantha Postlethwaite
Updated this week
Upcoming Payments
Edit a client's payment method on subscription & installments, edit the date and amount for future installments, and view post-dated checks.
Written by
Samantha Postlethwaite
Updated over a week ago
How to Deposit Post-Dated Checks
Deposit physical, post-dated checks for one or more clients at a time.
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.
Written by
Samantha Postlethwaite
Updated over a week ago
Cancel / Refund a Payment (Without Canceling a Purchase)
Learn how to cancel or refund payments without canceling the invoice.
Written by
Samantha Postlethwaite
Updated this week
Activity or Membership Replacement
The replacement tool lets admins quickly swap a client's activity for another, or a membership for another.
Written by
Samantha Postlethwaite
Updated this week
Refund a client directly on their credit card
Written by
Samantha Postlethwaite
Updated over a week ago
Create Mass Invoices or Credits
You can mass invoice or credit your clients from the Clients tab.
Written by
Samantha Postlethwaite
Updated over a week ago
Search by Invoice Number
Use an invoice number to find someone in the Clients tab.
Written by
Samantha Postlethwaite
Updated over a week ago