Clientish Documentation
Step-by-step guides for running your agency on Clientish: orders, clients, billing, your team and your client portal.
New to Clientish? Start here
Five guides that take you from sign-up to your first paid order.
Get started
Set up your workspace and learn the basics.
Run your agency
Sell services, deliver orders and get paid.
Orders
12 guidesReports & Analytics
7 guidesYour team
Bring people in and control what they see.
Team Management
6 guidesRoles & Permissions
6 guidesRemote Members
6 guidesCommunication
6 guides- Team Messenger: Channels and Direct Messages
- Sending Messages in Team Messenger
- Live Chat with Clients
Time Tracking
5 guidesYour clients
What clients see and how they reach you.
Connect & extend
Integrations, API and your Clientish account.
Popular guides
What agencies read most.
Troubleshooting
Sign-in, email, payment and upload problems, with the exact messages people see.
Fix a problem →Still need help?
Can’t find the answer? Reach the Clientish team from your Clientish Portal.
Invoices & Billing Guides
Invoices, subscriptions, coupons, numbering, taxes, and billing workflows.
Invoices & Billing
Browse the latest Clientish documentation articles.
Status tabs, search and filters, the invoice menu, bulk actions, statuses and export.
Bill a client with items, discount, tax and a partial upfront payment, and edit it later.
Send an invoice, share its payment link, mark it paid, duplicate or delete it, and see its history.
Refund all or part of a paid invoice, and where the money goes.
Currency, online payment, invoice numbering and the details printed on every invoice.
Email clients about unpaid invoices before, on and after the due date.
Turn on recurring billing, and create, change and cancel subscriptions.
What happens on each billing date, which emails go out, and what to watch.
Create discount codes, set their limits, and where clients use them.
Add sales tax by the client’s country with a base rate and country exceptions.
The invoice and coupon permissions, and the emails clients get about invoices.