Clients


How do I add a client?

How do I create logins for my clients?

How do I change localization settings for a specific client?


How do I add a client?

Click the Clients menu item and press the New button.

Use the Client Form screen to fill in details and contact information for your client.

Addresses can be maintained in two different ways. It is recommended to choose either option and stick with it for all clients. The first option is to use the Address field to store the entire address - including street address, city, state, postal code, country, etc. This option allows you to easily format the address as you need to with no additional fuss. The other option is to store the address, city, state, postal code and country values in their respective fields.

To allow the client to login to the Client Center, see how do I create logins for my clients.

Press the Save button when finished.


How do I create logins for my clients?

FusionInvoice provides a limited access client login feature called Client Center. The Client Center allows clients to log in and view their own invoices, quotes and payments without being able to access anything else in your system. Clients may not log in to the Client Center unless you have enabled their account to do so.

To enable a client account to access the Client Center, edit the client record and change the Allow Login value to Yes and provide a password for the client to use. The client will then be able to log into the Client Center with their email address and the password you entered using the same URL you use to log into FusionInvoice

* Note that providing login access to your clients is not required to allow them to pay their invoices online. Clients pay their invoices online using the public invoice link. The Client Center is intended to provide a convenient way to provide clients with access to all of their invoices, quotes and payments in a single area.


How do I change localization settings for a specific client?

Some of your clients may use different currency or speak another language than you do. In this case, you can adjust these client records to reflect their local currency and native language.

To do so, edit the client record by clicking the Clients menu item, and then pressing the Options button on the client to edit and choosing Edit.

Both the currency and the language can be adjusted on the Client Form screen when editing an existing client or adding a new client.