Clients and client portal

Add a client

Open clients in Sales, or add a client from a document form. Select the country and enter the name, registration number and address. For Bulgarian businesses, you can search by EIK. Review the returned data before saving.

The VAT number is a separate field. If you use VIES validation, review the result. A temporary registry outage does not automatically mean the number is invalid.

Billing preferences

Enter the email for receiving documents and the preferred currency and language. These help prefill new documents, but review every invoice before issuing it.

Changing the client record does not correct an issued document. That document retains the details recorded when it was issued. Use the document's own correction actions instead.

Documents and portal

The client's page lists related documents and available summaries. When you email a document, the recipient opens a client portal link to view it and download its PDF.

A client is not a member of your team and does not receive access to the invoicing application. Do not send a team invitation just to share a client's own invoice.

Limits and duplicates

Client allowances depend on the plan. Check usage in subscription settings and the plan comparison. Business has an advisory client threshold that does not block additions; Starter and Pro enforce their limits.

Search by name and registration number before adding a client. Duplicate records split a business's documents and make reports harder to use. A client with linked documents may not be deletable.

Missing email address

You can prepare a document, but sending it by email requires a valid recipient address. Add it and follow Send and track.