Overview
In ClientPay, the Quick Bills, Card Vault, and Invoices features all share a synchronized database of Clients. This unified system ensures that once a client is created in one area, their information is accessible across the entire platform.
🆕 Creating a New Client
You can add a client to the system while performing any of the following actions: sending a Quick Bill, creating an Invoice, or vaulting a new card.
Enter Email: Begin typing the client's email address in the Client Email field.
Verify: If the system doesn't recognize the email, it will display a "No Match Found" notification.
Complete Profile: Press Tab to move to the First Name and Last Name fields to finish the entry.
NOTE: The new client profile is officially saved to your database the moment the Quick Bill, Invoice, or vaulted card is successfully created.
👥 Managing Duplicate Emails (Multiple Contacts)
ClientPay allows you to create multiple contacts using the same email address. This is particularly useful if a client represents two different companies but uses one inbox.
How to add a second contact with an existing email:
Ignore Suggestions: Type the full email address into the Client Email field. Do not click the prompted suggestion that pops up.
Enter New Name: Press Tab to jump to the First Name field and enter the different name for this specific contact.
Save: Once the invoice is sent, you will have two distinct entries in your records sharing the same email address.
⚙️ Important Limitations
Unique Names: To distinguish between contacts sharing an email, ensure the First or Last Name is unique.
Deletion: At this time, there is no way to remove or delete a client profile once it has been added to the system.
Need further assistance? Check out more guides in the ClientPay Help Center.