Help centre › Clients, vendors and products
Clients, vendors and products
- The Clients screen: find, sort and manage your clientsWhere every client you invoice is listed, what each column and button does, and how to search, sort and show archived clients.
- Add a clientSave a client's name, email, phone, billing address, logo, usual payment terms and private notes so you can pick them on invoices and quotes.
- Import clients from a spreadsheet (CSV file)Bring a whole client list into Todah at once from a CSV file, check a preview first, and skip anyone you already have.
- Change, archive or delete a clientEdit a client's details at any time, archive a client you no longer work with, and delete one added by mistake.
- What a sent document shows when a client's details changeWhy a sent invoice keeps the address it was sent with, why a draft shows the new one, and how to issue a document with the new details.
- More than one person at a client: who gets invoices, who gets quotesSend invoices to accounts payable, quotes to the estimator, and copy a shared mailbox on everything, all for one client.
- Stop automatic emails to one clientTurn off payment reminders, payment receipts and refund notices for a single client, and what to do when a client unsubscribes.
- Show or email a client their statementA statement lists every unpaid invoice for one client, what has been paid and what is still owed, aged by how late it is.
- The client portalOne private link where a client sees all their invoices with you, what they owe, their quotes, and Pay buttons where card payment is on.
- Add and manage vendorsA vendor is a business you buy from. Save them once with their payment terms, pick them on every bill, and archive the ones you no longer use.
- Products and saved itemsSave the work or goods you sell often, with a price and tax rate, fill an invoice or quote line in one pick, and remove or restore items.
Still stuck? Write to us or email support@todah.ca — a person reads every message and replies by email. The FAQ covers plans, prices and the questions people ask before they sign up.