Quick Bills, Invoices, and the Card Vault all utilize a shared Client Resource. This ensures your client data stays synced across these three core features.
🆕 Creating a New Client
When you send a Quick Bill, Invoice, or vault a new card, the system will automatically create a client profile for you.
Enter Email: Start typing the client's email address in the Client Email field.
Verification: If the email isn't in your system, you will see a "No Match Found" notification.
Complete Details: Press Tab to move to the First Name and Last Name fields.
Save: The new client profile is officially created once the Quick Bill, Invoice, or vaulted card is processed.
👥 Managing Multiple Clients with the Same Email
You can create multiple client profiles using the same email address. This is helpful if a single contact person manages accounts for two different companies.
How to add a duplicate email contact:
Step 1: Type the full email address into the Client Email field.
Pro Tip: Do not select the email from the automated suggestion pop-up. Continue typing the address manually.
Step 2: Press Tab to navigate to the First Name field.
Step 3: Enter the new First and Last Name associated with this specific account.
Step 4: Send the invoice. You will now have two distinct contacts sharing one email address.
⚠️ Important Note
Client Removal: At this time, it is not possible to delete a client profile once it has been added to the system. Please double-check spelling and details before finalizing a new entry.