Adding clients manually

Clients are also created automatically from booking requests and payments (see How clients are created). Adding them yourself makes sense when:

• You have existing clients and want them in Biller from day one
• You want to schedule work or send an invoice before the client has booked or paid
• A client pays cash or by cheque, and you want their email and billing preference set up

1. Go to Clients and click Add client
2. Enter the client's name and email (both required)
3. Choose Billing: invoice each job, or one monthly invoice, drafted on the 1st. It starts at your industry's usual setting
4. Optionally, add notes and any extra fields your industry uses
5. Click Save client

Each email address can only belong to one client. If it's already in use, you'll see "A client with this email already exists."

Depending on your industry, the button and labels may use another word for client, such as Add pet parent or Add student.

Once you have at least one client, the Clients page shows an Import from CSV link. To import:

1. On the Clients page, click Import from CSV
2. Click Choose a CSV file and select your file
3. Click Import

Your file needs:

• A Name column. Full Name, Client, and Client Name also work
• Optionally, Email and Notes columns
• No more than 500 rows per import

Rows without a name are skipped. Clients already in Biller, matched by name or email, are left untouched. After the import, Biller shows how many clients were imported, how many already existed, and any rows it skipped. Click Download a sample CSV on the import page for a template.

Clients imported without an email address can't be emailed until you add one.