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Your Clients
Easily manage your clients
Your Clients
Paymo has an intuitive and robust online client management system. You are able to store comprehensive data about each client, including contact information.
Client Portal
Client Portal
The client portal allows you to give access to your clients to a secure portal that they can access to view all the invoices and reports you shared with them.
To give access to your clients you simply edit their record and check the "Has Access" checkbox to create their user account. The login information can be emailed to your client directly from Paymo.
Financial Tracking
Paymo will track the financial status of each client - such as items billed, paid, past due - from year to year, and display it in an easy-to-view graph format.
Financial Tracking
Easy Access
Easy Access
No matter how many different clients you may have in the system, Paymo's sorting capabilities allow you to quickly organize your client list for easy access to any client. Simply click on a letter in the left side of the client list to filter clients.