The Client list gives you a complete overview of all your clients in one convenient place, making it easy to find whom you are looking for and much more!
💻 How do I access the Client list? Simply go to Invoices > Client list in your Qonto web app.
What can I do in the Client list?
- Add new clients by searching public databases or manually, import them by file upload (csv, xlsx, xls), or through integrations.
- Sort your clients alphabetically by name or by email addresses for quick navigation.
- Access quotes and invoices linked to each client
- Visualize existing and create new automated payment reminders (available with the Account Receivable add-on)
Everything you need to manage your client relationships efficiently, right at your fingertips! 🚀
Who can use the Client list?
The Client list is available to all Qonto users, regardless of your plan! You can access the client view and check all documents associated with each customer, including quotes and invoices.
However, please note, automated reminders are exclusive features for users with the Account Receivable add-on.
From a permission's perspective, the Client list is available for Owners and Admins, Managers and Accountants.
The best part? You can access your Client list both on the web app and mobile app, giving you flexibility to manage your clients wherever you are! 💻📱
What information can I see in the Client list?
The Client list displays your information across three clear columns: the Client name, their Email address.
When you click on any client, a convenient side panel opens up, giving you access to comprehensive details including their legal address, email address, and phone number. This panel also shows you all the actions you can perform for that specific client.
💡Note: You can store multiple email addresses for each client.
How can I add, edit, or delete a client?
Managing your client list is simple and flexible! You have several convenient options to choose from.
To create a new client manually, simply click the Add a new client button in the top right corner and fill in the required details. You can search for professional clients from public databases or enter the information yourself, giving you full control over what you want to include.
If you prefer to import clients from external databases, just click the Import client button, also located in the top right corner. This saves you time when you are working with existing client data from other systems.
Need to make changes or remove a client? To edit or delete a client, simply click on the three dots on the right side of the client's name row. This will open up your options to modify their information or remove them from your list entirely.
What actions can I perform from the client side panel?
Once you open a client's side panel, you will have access to a range of powerful actions to streamline your workflow.
You can create quotes and invoices directly for that client, making it easy to generate new business documents on the spot. Need something more automated? You can set up recurring invoices to save time on regular billing cycles.
For users with the Account Receivable add-on, you will have even more options at your disposal. You can set up automated reminders to help with payment follow-ups, and link clients to specific projects for better organization and tracking.
All these actions are designed to help you manage your client relationships more efficiently, right from one convenient location!