Clients

What type of access do clients have?

Clients have access to their reports and invoices through the client portal. To give them access you need to go to Clients → Contacts → edit and check the has …

How do I import client information?

To import client data in Paymo you can either use our API https://github.com/paymoapp/api or Zapier https://zapier.com/zapbook/paymo/. The later only works with new data.

How do I export my Client list?

You can export the list of your clients as a CSV file by going to Clients → Table view → Export as CSV. Before the export you can click on the …

How do I delete a client?

In order to delete the client you need to go to Clients → select the desired client → Delete. Important note: when deleting a client, all the projects and time entries …

How do I archive a client?

If you completed the projects for one of your clients and you won’t be doing any new ones for a while, you can archive that client in order to declutter …

How do I add a contact to a client?

Each client can have multiple contacts. In order to add a new one, you need to go to the desired client in the Clients section → Contacts → Add contact. …

How do I add a new client?

In order to add a new client you need to go to Clients → Add Client and add the client details. Only “Admins” can add new clients. Tips & Tricks Every single project …