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Clients Tab
Manage your client lists and client billing.
By Samantha and 1 other2 authors27 articles
Create and Edit a Client Account
Add a Member to a Client Account
Activate a Client Account
Manage your Client Lists
Print Amilia ID Cards
Send Mass Emails
How to change the account owner
The new way to tackle Contacts
Add a Picture to a Client's Account
Delete or Archive Clients
See when Clients Joined your Organization
Print your client's profile
Gender in SmartRec
Access Picture
Manage your Client's Billing
Make a Purchase on Behalf of a Client
Reconciliation in SmartRec
Saved Credit Cards and eChecks
Make Payments and Deposits in a Client's Account
Upcoming Payments
How to Deposit Post-Dated Checks
Cancel a Purchase and Issue a Refund
Refund Without Canceling a Purchase
Activity Replacement
Refund a client directly on their credit card
Create Mass Invoices or Credits
Search by Invoice Number