Is it possible to add clients in bulk? I’m a window cleaner and have lots of small clients. I’m keen for them to be able to pay on-line and so save me time and money collecting, and it will help me keep track of who still needs to pay.
Thanks for any help.
It is indeed possible, take a look here:
Importing Clients and Suppliers
I don’t currently have a database, but will probably be quicker to make one and import than add them all individually.
Thanks for your help.
Personally I would just create them as you go along. You can do this very easily with bank tagging, for example from your bank you receive £100 from Mr Jones, you would tag this as a “Payment from a customer” and input the client name “Mr Jones” and a client record and invoice will be created on the fly. You can use this client record in future whenever you manually raise an invoice or tag another payment.
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