Clients

Add a client Create a client record with the tax, contact and address details Bilify prints on every document you issue to them. Interactive walkthrough The client profile What the client page shows: lifetime totals, details, contacts, every document, linked contracts, email history and the change log. Give a client portal access Let a client's contacts sign in to your client portal with an emailed link to see their invoices, offers, payments and contracts. Interactive walkthrough Requires: Client portal Delete and restore clients Remove clients you no longer work with and bring them back later. Deleting is reversible and never touches issued documents.