Managing Clients for Invoicing
Reading Time: 5 minutes
Overview
Learn how to add, organize, and manage client information in Akili Apps for efficient invoicing and customer relationship management.
What You'll Learn
- Adding new clients
- Editing client information
- Organizing client records
- Client payment history
- Best practices for client management
Adding a New Client
Step 1: Access Client Management
- Navigate to Clients in main menu
- Or from invoice creation, click Add New Client
- Client form opens
Step 2: Enter Client Details
Required Fields:
- Client Name: Business or individual name
- Email: For sending invoices
Optional Fields:
- Phone number
- Business address
- Billing address (if different)
- Tax ID or business number
- Payment terms (Net 15, Net 30, etc.)
- Notes about client
Step 3: Save Client
- Click Save Client
- Client added to your database
- Available for invoice selection
Viewing Client List
Access Clients page to see:
- All clients alphabetically
- Recent clients first (optional sorting)
- Client search functionality
- Filter options
Client Card Shows:
- Client name
- Email address
- Total invoices sent
- Total amount invoiced
- Outstanding balance
- Last invoice date
Editing Client Information
- Click on client name
- Click Edit button
- Update any fields
- Save changes
Note: Updating client info doesn't change past invoices, only affects new invoices.
Client Details Page
View complete client information:
Summary:
- Contact details
- Total invoiced (all time)
- Total paid
- Outstanding balance
- Average payment time
Invoice History:
- All invoices for this client
- Filter by status (Draft, Sent, Paid, Overdue)
- Quick access to each invoice
Payment History:
- All payments received
- Payment methods used
- Payment dates
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Need Help?
Email: support@akiliapps.com
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