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Client Management
To add an item, either go to Billing > Billable Items > Add New or from the client summary…
To add a new contact choose "Add New" from the Contacts dropdown menu at the top of the tab.…
The Emails tab is accessed via the Clients > View/Search Clients page, select a client, then click the tab…
At the top of the tab are the search and filtering fields. They can be used to find a…
Displays a paginated list of entries from the Activity Log pertaining to this client, as well as options to…
Here staff can enter private notes about the client to be displayed to whoever views this Notes tab. The…
Client Management is a large part of what the GoBiller software does and therefore this is quite a large…
You can locate products/services to manage in a number of ways: Search for the Client in Clients > View/Search…
Name, Address, Email Address A number of fields on this page should be self-explanatory, such as Name, Address, Email…
The Quotes tab is accessed via the Clients > View/Search Clients page, select a client, then click the tab…
Summary Actions The very first thing in the top-left corner of the page is the client's unique ID number…
The Transactions tab is accessed via the Clients > View/Search Clients page, select a client, then click the tab…
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