Clients
The «My sales» → «Clients» section gathers your payers — organizations, sole proprietors and individuals. A client appears in the list automatically when they pay an invoice via a link, or you add them manually.
The list shows the client's name, phone, email and taxpayer ID (ИНН). Search and the «Type» filter — «Individual» or «Organization» — help find the one you need. Clicking a row opens the client card: contacts, details and a note.
How to add a client manually
- Click «Add» in the list header.
- If the client is a company or a sole proprietor, switch on «The client is an organization or sole proprietor» and enter the taxpayer ID (ИНН): the organization's details are pulled in automatically.
- Fill in the phone, email and name (for an individual — the full name). Add a note if needed.
- Click «Add».
Note
Invoices, as well as receipts and accounting documents after payment, will be sent to the organization's email you specified.
How to edit or delete a client
«Edit» and «Delete» are available in the list row menu and in the «Actions» menu on the client card.
When a client is deleted, the invoices issued to them remain, but subscriptions stop being issued — the system warns about this before you confirm.
Whether you see the section and its buttons depends on your employee permissions — access is granted by the organization's administrator, see Employee access.