DOCUMENTATION

Clientish Documentation

Step-by-step guides for running your agency on Clientish: orders, clients, billing, your team and your client portal.

219 guides30 topicsUpdated Oct 2026

New to Clientish? Start here

Five guides that take you from sign-up to your first paid order.

Popular guides

What agencies read most.

Troubleshooting

Sign-in, email, payment and upload problems, with the exact messages people see.

Fix a problem →

FAQ

Short answers to the questions agencies ask most.

Read the FAQ →

What’s new

Product updates and new features as they ship.

See the changelog →
We’re here to help

Still need help?

Can’t find the answer? Reach the Clientish team from your Clientish Portal.

Documentation Topic

Invoices & Billing Guides

Invoices, subscriptions, coupons, numbering, taxes, and billing workflows.

Invoices & Billing

Browse the latest Clientish documentation articles.

No matching articles found.
Billing & Commerce
Invoices List

Status tabs, search and filters, the invoice menu, bulk actions, statuses and export.

3 min read15 articles
Billing & Commerce
Create and Edit an Invoice

Bill a client with items, discount, tax and a partial upfront payment, and edit it later.

3 min read15 articles
Billing & Commerce
Invoice Actions

Send an invoice, share its payment link, mark it paid, duplicate or delete it, and see its history.

2 min read15 articles
Billing & Commerce
Refunds and the Client Balance

Refund all or part of a paid invoice, and where the money goes.

2 min read15 articles
Billing & Commerce
Invoice Settings

Currency, online payment, invoice numbering and the details printed on every invoice.

2 min read15 articles
Billing & Commerce
Invoice Reminders

Email clients about unpaid invoices before, on and after the due date.

2 min read15 articles
Billing & Commerce
Subscriptions

Turn on recurring billing, and create, change and cancel subscriptions.

3 min read15 articles
Billing & Commerce
How Subscription Renewals Work

What happens on each billing date, which emails go out, and what to watch.

2 min read15 articles
Billing & Commerce
Coupons

Create discount codes, set their limits, and where clients use them.

2 min read15 articles
Billing & Commerce
Tax Rules

Add sales tax by the client’s country with a base rate and country exceptions.

2 min read15 articles
Billing & Commerce
Invoicing Permissions and Emails

The invoice and coupon permissions, and the emails clients get about invoices.

2 min read15 articles
Scroll to Top