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My Clients

Clients Synthesis

You will find yourself on the Client Summary page which lists your clients as well as the relative unpaid amounts and their main details.

The first step required to create an invoice or quote is to create a client in your company. To do this, start by clicking on Clients under the Contacts section.

How to

1. Go to Contacts › Clients to display your client list.
2. Review the overview with the number of clients and the total amounts.
3. Use the search and the filters to find a client.
4. Click a client to open its detailed sheet.

New Client

We will go to the New Client page in order to create a Client. To do this, click on New Client at the top right of your page.

Creating a new client is divided into 5 groups of information. The first one is related to General Information about your client. Start by filling in the First Name, Last Name, and Company, which will generate three displayed Name formats (used on your PDFs later) as follows: Last Name, First Name; First Name Last Name; Company. Fill in the email field if you want to send invoices and quotes directly from Iberis. The second group includes your client's professional details, such as their registration number, activity, and currency. The currency is important as it determines whether conditional additional fields and the currency are displayed on your documents. Other fields are optional.

Next, let's move on to the third and fourth groups of information, which cover the Shipping and Billing Addresses. You can fill in one and click 'Copy from * *' to fill in the other with the same details if your client's billing and shipping addresses are the same. These fields are not mandatory but can be used on your documents. The fifth group of information only contains Notes, which is a field the client won't see anywhere and helps you record internal notes for yourself and your team.

1. Informations générales — Prénom, Nom, Entreprise, Email
2. Informations professionnelles — Matricule, activité, devise
3. Adresse de livraison — Optionnelle, utilisable sur PDF
4. Adresse de facturation — Copiable depuis l'adresse de livraison
5. Notes internes — Visibles uniquement par votre équipe

Client Modification & Summary

To edit a client, click on the three dots or on the reference of the client in question. This will take us to a client's summary and modification page

Public access allows a customer / supplier to access their invoices, quotes, payments (..) in order to view and download, but also to modify this own information such as Phone, Last name, First name (..). This access can be revoked at any time.

How to

1. Go to Contacts › Clients then click the client to view.
2. Open the Overview tab to see the sales and payments statistics.
3. Browse the Timeline and the Documents linked to the client.
4. Click Edit to update the sheet, then Save.

Synthesis

A Client Summary shows you important statistics about your sales and payments to that client. The first graph shows you a comparison between your Quotes, Invoices and Payments for this client per month during the current year. To the right, you find the total outstanding receivables of the retail loan client. Then the total of Payments Received, Quotes sent and Invoices sent. Then you find a summary of your client's information.

Timeline

On this page you will find the list of invoices, quotes and payments of your client organized in chronological order.

Invoices, Estimates, Delivery Notes, Exit Vouchers & Payments

These tabs allow you to have a global overview on the list of your invoices, estimates, delivery notes, exit vouchers and payments with the client.

Modification

The last tab allows you to access the client's editable file. You can enter the details of more or modify fields already filled in then click on Save at the bottom of the form

Import Clients

This feature allows you to import your clients in bulk. You can download the sample file at the top right of the page and follow the same example to populate an XLS, CSV, TSV, or XLSX file with your clients. Choose the delimiter of your file if you are using a CSV and the encoding used then upload your file.

Once your file is uploaded, link the columns of your file with the add client form fields. For example if your file has a column called Client Name, you must choose it on the Mapping form as Last Name.

Please make sure your contacts adhere to the following rules in order to process them. If a contact line does not respect them, it will be ignored and the import will continue from the next line. First name minimum of 3 characters and maximum of 30 characters, Last name (if defined) minimum of 3 characters and maximum 30 characters and most recently E-mail (if defined) must be an email correct.

1. Téléchargez le fichier exemple (XLS, CSV, TSV ou XLSX)
2. Remplissez vos clients en suivant le format
3. Uploadez et mappez les colonnes avec les champs

Account statement

The account statement shows all of a client's movements (invoices, credit notes, payments, deposits) over a period, with the running balance. It can be filtered by date, printed to PDF or sent to the client to justify their balance.

How to

1. Go to Contacts › Clients and open the sheet of the client concerned.
2. Click Account statement to generate the statement.
3. Choose the period and the currency to display.
4. Download the PDF or send the statement by email.