Clients Tab

Manage your client lists and client billing.

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26 articles in this collection
Written by Samantha Postlethwaite and Pallavi Borkar

Create and Edit a Client Account

Create, edit and manage your clients' information in the Clients tab.
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Written by Samantha Postlethwaite
Updated over a week ago

Add a Member to a Client Account

You can add members to a client account when an Account owner has been created.
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Written by Samantha Postlethwaite
Updated over a week ago

Activate a Client Account

Send an activation request to your clients' email addresses so they can register online.
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Written by Samantha Postlethwaite
Updated over a week ago

Manage your Client Lists

The Clients tab provides tools to help you record, target and action the client files you're looking for.
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Written by Samantha Postlethwaite
Updated over a week ago

Print Amilia ID Cards

Customize your template and print identification cards.
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Written by Samantha Postlethwaite
Updated over a week ago

Send Mass Emails

How to define audiences, send mass emails and view sent emails.
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Written by Pallavi Borkar
Updated over a week ago

How to change the account owner

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Written by Samantha Postlethwaite
Updated over a week ago

The new way to tackle Contacts

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Written by Samantha Postlethwaite
Updated over a week ago

Add a Picture to a Client's Account

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Written by Samantha Postlethwaite
Updated over a week ago

Delete or Archive Clients

Learn how to delete a client account from your database.
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Written by Samantha Postlethwaite
Updated over a week ago

Gender in SmartRec

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Written by Samantha Postlethwaite
Updated over a week ago

See when Clients Joined your Organization

SmartRec lets you see when your client's account was created for your organization.
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Written by Samantha Postlethwaite
Updated over a week ago

Print your client's profile

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Written by Samantha Postlethwaite
Updated over a week ago
Client Billing

Manage your Client's Billing

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Written by Samantha Postlethwaite
Updated over a week ago

Make a Purchase on Behalf of a Client

How to impersonate a client in the store.
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Written by Samantha Postlethwaite
Updated over a week ago

Reconciliation in SmartRec

Reconciliation links payments to one or more items on an invoice and is required for accurate fiscal reporting.
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Written by Samantha Postlethwaite
Updated over a week ago

Saved Credit Cards and eChecks

Clients (and even admins) can save credit cards and bank information in the Wallet.
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Written by Samantha Postlethwaite
Updated over a week ago

Make Payments and Deposits in a Client's Account

If a payment isn't made in the store, you can add them directly in the client's billing account.
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Written by Samantha Postlethwaite
Updated over a week ago

Upcoming Payments

Edit a client's payment method on subscription & installments, edit the date and amount for future installments, and view post-dated checks.
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Written by Samantha Postlethwaite
Updated over a week ago

How to Deposit Post-Dated Checks

Deposit physical, post-dated checks for one or more clients at a time.
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Written by Samantha Postlethwaite
Updated over a week ago

Cancel a Purchase and Issue a Refund

It's easy to cancel a purchase and issue a refund in a single transaction.
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Written by Samantha Postlethwaite
Updated over a week ago

Refund Without Canceling a Purchase

Learn how to cancel or refund payments without canceling the invoice.
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Written by Samantha Postlethwaite
Updated over a week ago

Activity or Membership Replacement

The replacement tool lets admins quickly swap a client's activity for another, or a membership for another.
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Written by Samantha Postlethwaite
Updated over a week ago

Refund a client directly on their credit card

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Written by Samantha Postlethwaite
Updated over a week ago

Create Mass Invoices or Credits

You can mass invoice or credit your clients from the Clients tab.
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Written by Samantha Postlethwaite
Updated over a week ago

Search by Invoice Number

Use an invoice number to find someone in the Clients tab.
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Written by Samantha Postlethwaite
Updated over a week ago