Adding clients manually
You don't have to wait for a payment to add someone to your client list. Create clients ahead of time for invoicing, record-keeping, or simply to stay organized.
When to add manually
Most clients are created automatically when Biller parses an e-Transfer notification (see How clients are created). However, there are a few situations where adding a client manually makes sense:
- New client, no payment yet -- you've agreed to work with someone and want to create their record before the first payment arrives
- Invoicing -- you want to send an invoice to a client who hasn't paid via e-Transfer before
- Cash or cheque clients -- clients who always pay by cash or cheque won't trigger automatic creation, so you'll want to add them manually
- Record-keeping -- you want to store a client's name, email, and notes even if no payments are expected soon
How to add
To add a client manually:
- Navigate to Clients from the main navigation
- Click the Add Client button in the top-right corner
- Enter the client's name (required)
- Optionally enter their email address and any notes
- Click Save
The new client appears immediately on your Clients page. If this client later sends you an e-Transfer, Biller will match the payment to the existing client record using name or email matching.
Pre-creating clients for name matching
If you know a client's e-Transfer sender name will differ from how you'd like it displayed (for example, their bank shows "S JOHNSON" but you want "Sarah Johnson"), create the client manually with their email address. When the e-Transfer arrives, Biller can match by email and use your preferred name.
Need more help? Email us at help@biller.ca