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Clients

  • How do I delete/archive something?
  • How do Credits work?
  • Can I still access deleted clients?
  • How do I access emails that were sent to clients?
  • What is the difference between active/archived/deleted?
  • Creating a user / employee / team member
  • Why is my client seeing “Sorry this page could not be found”?
  • Why are my invoices/recurring profiles/estimates/expenses show old client information?
  • Do I have to issue a username and password for every client in order for them to view and pay their invoice?
  • Do my clients see how much they owe me?
  • [VIDEO] How to create a client on a mobile device
  • Creating a new client
  • What happens when you delete a user or client?
  • How do I import clients into my Servicejoy account?

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  • FEATURES ▾
    • Back
    • INVOICING
    • PAYMENTS
    • INVENTORY
    • CLIENT PORTALS
    • CONTACTS
    • TODOS
    • FILES
    • EXPENSES
    • REPORTS
  • Customer Stories
  • LOG IN
  • SIGN UP FREE
  • More ▾
    • Back
    • REQUEST A DEMO
    • BLOG
    • PRICING
    • HELP