Manage your clients efficiently from one place
To Bill centralises all your client information in a smart address book. Invoice and quote history, custom fields, internal notes, client groups — instantly find everything you need to maintain an impeccable client relationship.
Benefits
Why choose To Bill for client management
Centralised address book
Bring all your client contacts together in one place: contact details, billing and delivery addresses, UID numbers, multiple contact persons. No more scattered spreadsheets and lost information.
Complete client history
Access the full history of each client in one click: issued invoices, sent quotes, received payments, reminders sent. Keep a clear picture of your business relationship and the revenue generated per client.
Custom fields and notes
Add tailored fields to adapt the client profile to your business (industry, preferred language, special terms). Internal notes let you record important information visible only to your team.
Import, export and advanced search
Import your existing contacts from a CSV or Excel file in just a few clicks. Export your client database at any time. Advanced search with filters lets you find any client instantly.
How it works
How to manage your clients with To Bill
Build and organise your database
Import your contacts (CSV) or enter them manually, then classify them by group (individuals, companies, industry, region).
Invoice from the client profile
Create an invoice or quote in one click from the profile: all details are pre-filled.
Track activity and status
View each client's status, total invoiced amount and pending payments.
Resources
Useful articles
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