Clients Tab
Manage your client lists and client billing.
By Samantha and 3 others4 authors28 articles
- Create and activate a client accountCreate a new client account and activate it so your clients can log in and register online.
- Client account managementManage a client account by viewing and updating registrations, billing, purchases, and activity in one place, reducing navigation and enabling faster client interactions.
- Manage your Client ListsThe Clients tab provides tools to help you record, target and action the client files you're looking for.
- Print Amilia ID CardsCustomize your template and print identification cards.
- Send a mass email to clientsHow to define audiences, send mass emails and view sent emails.
- The new way to tackle Contacts
- Add a Picture to a Client's Account
- Delete or Archive ClientsLearn how to delete a client account from your database.
- See when Clients Joined your OrganizationSmartRec lets you see when your client's account was created for your organization.
- Print your client's profile
- What's changing with Gender?As of January 27th, 2025, gender is no longer a default field in the client account.
- Gender in SmartRec
- Access PictureAdd a secondary profile picture to a client's account that only admins from your organization can edit.
- Corporate AccountsOffer services to groups that can be invoiced in their company name.
- Childcare payment statementGenerate childcare payment statements summarizing eligible childcare payments for families during a selected period.
- Block store actions for accounts with an outstanding balanceUse this feature to prevent participants from completing purchases in the store when their account has an unpaid balance. Staff can apply or remove a block manually, though it is…
- Manage your Client Billing
- Make a purchase on behalf of a clientHow to purchase items on behalf of a client in the store.
- Reconciliation in SmartRec (Paysafe)Reconciliation links payments to one or more items on an invoice and is required for accurate fiscal reporting.
- Saved Credit Cards and eChecksClients (and even admins) can save credit cards and bank information in the Wallet.
- Make Payments and Deposits in a Client's AccountIf a payment isn't made in the store, you can add them directly in the client's billing account.
- Upcoming payments in the client accountManage planned payments for recurring billing and installments. Edit payment methods, update installment dates & amounts, & view post-dated checks.
- How to Deposit Post-Dated ChecksDeposit physical, post-dated checks for one or more clients at a time.
- Activity ReplacementThe replacement tool lets admins quickly swap a client's activity for another, or a legacy membership for another.
- How to refund a clientEasily issue refunds to the original payment method—credit card or eCheck—through SmartRec.
- Create Mass Invoices or CreditsYou can mass invoice or credit your clients from the Clients tab.
- Search by Invoice NumberUse an invoice number to find someone in the Clients tab.
- View a person's recurring billing schedule in PurchasesFor each person, you can view the next 12 planned billing dates and the expected charge, per item on recurring billing.