{"id":662,"date":"2015-05-18T11:28:35","date_gmt":"2015-05-18T11:28:35","guid":{"rendered":"http:\/\/www.onlineinvoices.com\/blog\/?p=662"},"modified":"2022-05-18T13:21:59","modified_gmt":"2022-05-18T13:21:59","slug":"managing-a-client-in-the-online-invoices-system","status":"publish","type":"post","link":"https:\/\/www.onlineinvoices.com\/blog\/2015\/05\/18\/managing-a-client-in-the-online-invoices-system\/","title":{"rendered":"Managing clients on the Online Invoices system"},"content":{"rendered":"<p>Through the <strong>&#8220;Clients&#8221;<\/strong>\u00a0tab, Select <strong>&#8220;<\/strong><strong>Manage Clients&#8221;<\/strong>.<\/p>\n<p>This page lists all current clients. You can click the blue colored button on the right hand-side to edit or view client details. The <strong>&#8220;More Options&#8221;<\/strong> section also allows you to manage other multiple functions related to each client, such as sending statements, resending login details, enabling you to view their client dashboard, ect..<br \/>\nIt is also possible to link the client to other structured functions if required, so any service can be suspended for the non-payment condition for instance, and then reinstated in just a click<\/p>\n<p><a href=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/manage-client-Details-New1.png\" rel=\"lightbox[662]\"><img loading=\"lazy\" class=\"man-img aligncenter wp-image-1675 size-full\" src=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/manage-client-Details-New1.png\" alt=\"manage-client-Details-New\" width=\"1013\" height=\"516\" srcset=\"https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/manage-client-Details-New1.png 1013w, https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/manage-client-Details-New1-300x153.png 300w\" sizes=\"(max-width: 1013px) 100vw, 1013px\" \/><\/a><\/p>\n<ul>\n<li>Add new Clients to your Online Invoices system by clicking the <strong>&#8220;<\/strong><strong>New Client&#8221;<\/strong>\u00a0button or upload a list of clients using a <strong>&#8220;CSV&#8221;<\/strong> file by clicking the <strong>&#8220;<\/strong><strong>Upload&#8221;<\/strong> button.<strong><br \/>\n<\/strong><\/li>\n<li>Use the\u00a0<strong>&#8220;<\/strong><strong>Search&#8221;<\/strong>\u00a0bar to search for a client,\u00a0 click the <strong>&#8220;<\/strong><strong>More Options&#8221;<\/strong> section to show all search filters.<\/li>\n<li>The Clients table shows all your clients with their client numbers, businesses and full names, countries, statuses, categories plus other various <strong>&#8220;<\/strong><strong>Actions&#8221;<\/strong>\u00a0that you can implement for any specific client.<\/li>\n<li>Use the select boxes at the very left-hand side to select multiple clients (if required) and then select a bulk action from <strong>&#8220;Delete&#8221;<\/strong>, <strong>&#8220;Suspend&#8221;<\/strong>, <strong>&#8220;Unsuspended&#8221;<\/strong>, <strong>&#8220;Create Invoice&#8221;<\/strong> or send bulk emails.<\/li>\n<\/ul>\n<h2>Actions<\/h2>\n<p><a href=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/Action-button-OI.png\" rel=\"lightbox[662]\"><img loading=\"lazy\" class=\"man-img aligncenter wp-image-1676 size-full\" src=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/Action-button-OI.png\" alt=\"Action-button-OI\" width=\"162\" height=\"277\" \/><\/a><\/p>\n<h3><\/h3>\n<ol>\n<li><strong>&#8220;View&#8221;<\/strong>\u00a0your client&#8217;s details.<\/li>\n<li><strong>&#8220;Edit&#8221;<\/strong>\u00a0your client&#8217;s details.<\/li>\n<li><strong>&#8220;Delete&#8221;<\/strong>\u00a0your client and all his related data.<\/li>\n<li><strong>&#8220;Login&#8221; as<\/strong>\u00a0a client to the client&#8217;s section to view his own invoices, estimates or payments.<\/li>\n<li><strong>&#8220;Statement&#8221;: <\/strong>create a statement for your client&#8217;s account.<\/li>\n<\/ol>\n<h3><strong>View<\/strong> your client&#8217;s details.<\/h3>\n<p>Through\u00a0<strong>&#8220;<\/strong><strong>Manage Clients&#8221;<\/strong>, Select <strong>&#8220;<\/strong><strong>View&#8221;<\/strong> Next to the client you need to view.<\/p>\n<p><a href=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/client-view-page.png\" rel=\"lightbox[662]\"><img loading=\"lazy\" class=\"man-img aligncenter wp-image-1678 size-full\" src=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/client-view-page.png\" alt=\"client-view-page\" width=\"994\" height=\"569\" srcset=\"https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/client-view-page.png 994w, https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/client-view-page-300x172.png 300w\" sizes=\"(max-width: 994px) 100vw, 994px\" \/><\/a><\/p>\n<ol>\n<li>Show a Client&#8217;s name and his account&#8217;s status (Active &#8211; Suspended) &#8211; Also the Client&#8217;s account current status to your business, Determine a list from the previously determined entries that can be modified at any time e.g. Lead, interested, customer or regular customer. These entries can be changed to suit the nature of your business.<\/li>\n<li>The Action tab provides the accessibility to perform certain actions related to your client&#8217;s account.\n<ol>\n<li><strong>&#8220;Edit Details&#8221;:<\/strong> Edit the client&#8217;s basic details such as his: Business name, Full name&#8230; etc. For more details please check this link:\u00a0<a href=\"http:\/\/www.onlineinvoices.com\/blog\/2015\/04\/14\/how-to-add-new-clients-in-online-invoices\/\">How to add new clients in Online Invoices<\/a>.<\/li>\n<li><strong>&#8220;Add Note\/Attachment&#8221;:<\/strong> Add any related notes or attachments to the client&#8217;s profile. These notes and attachments are private for the account owner and authorized staff however you can decide whether you want to share any note\/attachment with the client.<\/li>\n<li><strong><strong>&#8220;Schedule Appointment&#8221;:<\/strong><\/strong>\u00a0Schedule new appointments with your clients if your business administration requires setting any regular appointments with clients e.g. Doctors appointments, Maintenance appointments, Cleaning visits. All appointments are saved in a well-organized calendar showing your appointments according to the nearest appointment so you won&#8217;t be missing any important appointment.<\/li>\n<li><strong>&#8220;Send Email&#8221;: <\/strong>Compose and send an email to your client.<\/li>\n<li><strong>&#8220;Create Invoice&#8221;:<\/strong> Create an invoice for your client.<\/li>\n<li><strong>&#8220;Statements&#8221;:<\/strong>\u00a0To view the client account statement for a client click on\u00a0<strong>&#8220;<\/strong><strong>Statement&#8221;<\/strong>. The <strong>&#8220;<\/strong><strong>Send to Client&#8221;<\/strong>\u00a0button will send the statement. This document can also be saved as a <strong>&#8220;PDF&#8221;<\/strong> or printed \u2013 also through clicking the <strong>&#8220;<\/strong><strong>Send to Client&#8221;<\/strong>\u00a0button.<\/li>\n<li><strong>&#8220;Send Login Details&#8221;<\/strong>:\u00a0Send the client the link to your <a href=\"http:\/\/www.onlineinvoices.com\"><strong>Online Invoices System<\/strong> <\/a>with their username and password so they can easily access their latest invoices and estimates.<\/li>\n<li><strong>&#8220;Create Estimate&#8221;:<\/strong> Create an estimate\u00a0for your client.<\/li>\n<li><strong>&#8220;Login as Client&#8221;:<\/strong>\u00a0log in to the client&#8217;s area and\u00a0view the\u00a0account from the client&#8217;s prospective.<\/li>\n<li><strong>&#8220;Suspend&#8221;:<\/strong>\u00a0 The result will be that the client will no longer have any access to login and view invoices. The client will not be receiving any more reminders, recurring invoices or emails sent from the system. &#8211; or click on &#8220;<strong>Active<\/strong>&#8221; if the client was suspended but will be granted the access again.<\/li>\n<li><strong>&#8220;Delete Client&#8221;:<\/strong> This option will delete the client&#8217;s account and all its related data.<\/li>\n<\/ol>\n<\/li>\n<li>These five tabs shows the following:\n<ol>\n<li><strong>&#8220;Details&#8221;:<\/strong> is the main tab showing the summary of the account and the client&#8217;s account information.<\/li>\n<li><strong>&#8220;Invoices&#8221;:<\/strong> shows the invoices that are issued for that client including the basic information about the invoice.<\/li>\n<li><strong>&#8220;Estimates&#8221;:<\/strong> shows the estimates that are issued for that client including the basic information about the estimate.<\/li>\n<li><strong>&#8220;Payments&#8221;:<\/strong> shows the latest payments made by the client.<\/li>\n<li><strong>&#8220;Sent Emails&#8221;:<\/strong> shows the latest notification emails sent to the client.<\/li>\n<li><strong>&#8220;Activity Log&#8221;: <\/strong>displays<strong>\u00a0<\/strong>all the activity log and all the onactions done for this client.<\/li>\n<\/ol>\n<\/li>\n<li>The <strong>&#8220;<\/strong><strong>Quick Information&#8221;<\/strong> section shows information relating to the latest invoices, recurring invoices, payments, and notification emails.<\/li>\n<li>The <strong>&#8220;<\/strong><strong>Quick information&#8221;<\/strong>\u00a0section shows a table with the total amount invoiced, the amount paid up to date, the unpaid amount and other data as well.<\/li>\n<\/ol>\n<h2>How to import a list of clients from a CSV file.<\/h2>\n<ol>\n<li>Open the Excel program<\/li>\n<li>On the first row add the fields Client Number, Email, Business Name, First Name, Last Name, Telephone, Street Address 1 and Country in the A1&#8230;. H1 cells in the same order.<\/li>\n<li>The required field that must be filled out is the business name so you can just add one column with the business name and all the extra fields such as the email, address, etc. will be optional.<\/li>\n<li>Under every cell fill in all the client\u2019s details as in the image showing below.<\/li>\n<li>When adding a country only add the shortcode of the country or the full name.<br \/>\n<a href=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/client-excel-image.png\" rel=\"lightbox[662]\"><img loading=\"lazy\" class=\"man-img aligncenter wp-image-1474 size-full\" src=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/client-excel-image.png\" alt=\"client-excel image\" width=\"881\" height=\"183\" srcset=\"https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/client-excel-image.png 881w, https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/client-excel-image-300x62.png 300w\" sizes=\"(max-width: 881px) 100vw, 881px\" \/><\/a><\/li>\n<li>After you finish adding all your items save the Excel file as CSV (Comma delimited).<\/li>\n<li>Log in to your online invoices system.<\/li>\n<li>Through the <strong>&#8220;<\/strong><strong>Clients&#8221;<\/strong>\u00a0tab, Select <strong>&#8220;<\/strong><strong>Manage Clients&#8221;<\/strong>.<\/li>\n<li>Click the <strong>&#8220;<\/strong><strong>Import&#8221;<\/strong>\u00a0button at the top right corner as showing in the figure below.<a href=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/import-clients.png\" rel=\"lightbox[662]\"><img loading=\"lazy\" class=\"aligncenter size-full wp-image-1475\" src=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/import-clients.png\" alt=\"import-clients\" width=\"951\" height=\"125\" srcset=\"https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/import-clients.png 951w, https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/import-clients-300x39.png 300w\" sizes=\"(max-width: 951px) 100vw, 951px\" \/><\/a><\/li>\n<li>\n<h3>The importing wizard will start. Step 1 Import Options:<\/h3>\n<p><a href=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/Import-client-step-1.png\" rel=\"lightbox[662]\"><img loading=\"lazy\" class=\"man-img aligncenter wp-image-1477 size-full\" src=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/Import-client-step-1.png\" alt=\"Import-client-step-1\" width=\"796\" height=\"439\" srcset=\"https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/Import-client-step-1.png 796w, https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/Import-client-step-1-300x165.png 300w\" sizes=\"(max-width: 796px) 100vw, 796px\" \/><\/a><br \/>\n<a href=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/Import-step-1.png\" rel=\"lightbox[662]\"><br \/>\n<\/a><\/p>\n<ol>\n<li>Determine the file that you want to import (the CSV file you saved previously).<\/li>\n<li>Through the Delimiters section select,&#8221;<strong>Comma Separated<\/strong>&#8220;.<\/li>\n<li>Click the &#8220;<strong>Import First&#8221;<\/strong> Row&#8221; check box located on the left-hand side. If your file contains field labels on the first row please do not tick the check-box. In this case, we will not tick the check box.<\/li>\n<\/ol>\n<\/li>\n<li>\n<h3>Step 2 Fields Mapping:<\/h3>\n<\/li>\n<\/ol>\n<p>We will map the fields (Columns) on the imported file to the corresponding fields on the system.<br \/>\nThe <strong>&#8220;<\/strong><strong>System Field&#8221;<\/strong>\u00a0column:\u00a0 This column shows which fields on the system you can import data into.<\/p>\n<ol>\n<li><strong>&#8220;Chain icon&#8221;<\/strong>: means that this field is unique (i.e. if you have checked the <strong>&#8220;<\/strong><strong>Update an existing client with the new data&#8221;<\/strong>\u00a0check box and there was already a record that contains the same value It will update this record with the newly imported record. If you haven&#8217;t ticked the <strong>&#8220;Update an existing client with the new data&#8221;<\/strong>\u00a0check box and there was an existing record containing the same data, It will disregard importing it and will be showing you errors for this specific record.).<\/li>\n<li><strong>&#8220;Corresponding Field&#8221;<\/strong>: Each drop-down menu in this column refers to the column headers related to importing your file; please select the equivalent column in your file for each system column (only system fields with &#8220;*&#8221; are required to have an equivalent selected field).In this case, we can only add the new clients and select a corresponding field in the file for each system field as showing in the above figures, and untick the <strong>&#8220;Update an existing client with the new data&#8221;<\/strong>\u00a0checkBox as we are only adding new data.<\/li>\n<li>Click the <strong>&#8220;Import&#8221;<\/strong>\u00a0button.<br \/>\n<h3>Step 3 Importing:<\/h3>\n<p><a href=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/Import-client-step-3.png\" rel=\"lightbox[662]\"><img loading=\"lazy\" class=\"man-img aligncenter wp-image-1478 size-full\" src=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/Import-client-step-3.png\" alt=\"Import-client-step-3\" width=\"934\" height=\"335\" srcset=\"https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/Import-client-step-3.png 934w, https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/Import-client-step-3-300x108.png 300w\" sizes=\"(max-width: 934px) 100vw, 934px\" \/><\/a><\/p>\n<ol>\n<li>The system will take a few seconds to import the fields and save them.<\/li>\n<li>Go back to the <strong>&#8220;<\/strong><strong>Manage Clients&#8221;<\/strong>\u00a0page to check the imported clients.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Through the &#8220;Clients&#8221;\u00a0tab, Select &#8220;Manage Clients&#8221;. This page lists all current clients. You can click the blue colored button on the right hand-side to edit or view client details. The &#8220;More Options&#8221; section also allows you to manage other multiple functions related to each client, such as sending statements, resending login details, enabling you to view their client dashboard, ect.. It is also possible to link the client to other structured functions if required, so [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[15],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v18.5.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Managing clients on the Online Invoices system - Online Billing Software<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.onlineinvoices.com\/blog\/2015\/05\/18\/managing-a-client-in-the-online-invoices-system\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Managing clients on the Online Invoices system - Online Billing Software\" \/>\n<meta property=\"og:description\" content=\"Through the &#8220;Clients&#8221;\u00a0tab, Select &#8220;Manage Clients&#8221;. This page lists all current clients. You can click the blue colored button on the right hand-side to edit or view client details. The &#8220;More Options&#8221; section also allows you to manage other multiple functions related to each client, such as sending statements, resending login details, enabling you to view their client dashboard, ect.. It is also possible to link the client to other structured functions if required, so [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.onlineinvoices.com\/blog\/2015\/05\/18\/managing-a-client-in-the-online-invoices-system\/\" \/>\n<meta property=\"og:site_name\" content=\"Online Billing Software\" \/>\n<meta property=\"article:published_time\" content=\"2015-05-18T11:28:35+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-05-18T13:21:59+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/manage-client-Details-New1.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Adam\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"7 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#website\",\"url\":\"https:\/\/www.onlineinvoices.com\/blog\/\",\"name\":\"Online Billing Software\",\"description\":\"Online Invoicing System\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.onlineinvoices.com\/blog\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2015\/05\/18\/managing-a-client-in-the-online-invoices-system\/#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/manage-client-Details-New1.png\",\"contentUrl\":\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2015\/05\/manage-client-Details-New1.png\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2015\/05\/18\/managing-a-client-in-the-online-invoices-system\/#webpage\",\"url\":\"https:\/\/www.onlineinvoices.com\/blog\/2015\/05\/18\/managing-a-client-in-the-online-invoices-system\/\",\"name\":\"Managing clients on the Online Invoices system - Online Billing Software\",\"isPartOf\":{\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2015\/05\/18\/managing-a-client-in-the-online-invoices-system\/#primaryimage\"},\"datePublished\":\"2015-05-18T11:28:35+00:00\",\"dateModified\":\"2022-05-18T13:21:59+00:00\",\"author\":{\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#\/schema\/person\/6141a88321495102929f4ca173090c5c\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2015\/05\/18\/managing-a-client-in-the-online-invoices-system\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.onlineinvoices.com\/blog\/2015\/05\/18\/managing-a-client-in-the-online-invoices-system\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2015\/05\/18\/managing-a-client-in-the-online-invoices-system\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.onlineinvoices.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Managing clients on the Online Invoices system\"}]},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#\/schema\/person\/6141a88321495102929f4ca173090c5c\",\"name\":\"Adam\",\"image\":{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#personlogo\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/5437519e3486de9f7b32f59a0544efaa?s=96&d=retro&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/5437519e3486de9f7b32f59a0544efaa?s=96&d=retro&r=g\",\"caption\":\"Adam\"},\"url\":\"https:\/\/www.onlineinvoices.com\/blog\/author\/admin\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Managing clients on the Online Invoices system - Online Billing Software","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.onlineinvoices.com\/blog\/2015\/05\/18\/managing-a-client-in-the-online-invoices-system\/","og_locale":"en_US","og_type":"article","og_title":"Managing clients on the Online Invoices system - Online Billing Software","og_description":"Through the &#8220;Clients&#8221;\u00a0tab, Select &#8220;Manage Clients&#8221;. 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