Under Agency → Agency clients you see every client under your agency agreement – with org. no., billing plan, billing, bank integration and which services are switched on. From here you can also filter the list and download it as Excel, CSV or PDF.
What does the list show?
Column | What it shows |
Name | The client's name. Click the column heading to sort. |
Org. No. | The client's organisation number (kennitala for Icelandic clients). |
Department | Which department in the agency the client belongs to. The column is only shown when the agency uses departments. |
Billing plan | The billing plan the client is on. «-» means no plan is set on the client. |
Consolidated Billing | Agency billing or Client billing – see below. |
Bank integration | Green tick and the name of the bank partner: the bank integration is active. Red exclamation mark: the integration has failed. Empty circle: no active bank integration. |
Status | Icons for the services the client has switched on – see below. |
Last active | The last date there was activity on the client. |
Created | The date the client was created. Click the heading to sort. |
On narrow screens some of the columns are hidden. Use a wider window to see them all.
The icons in the Status column
Hover over an icon to see the details.
Bank icon – the client has bank integration. If the icon is red, an update of the bank integration is available (Update available).
Invoice icon – the client can send invoices electronically: eInvoice (EHF), eInvoice or eInvoice (domestic denmark). A client can have several of these icons.
0/1 icon with a tick – the client has a CID number (FIK number for Danish clients).
Disk icon – the client has bought a Storage upgrade. The details show the number of packs and the free space.
Chip icon – Voucher interpreter is switched on.
Warning triangle – the client is running low on storage.
Consolidated billing and the agency agreement
In the Consolidated Billing column you switch it off or on directly on each client:
On = Agency billing – the client is not invoiced directly; the invoice goes to the agency.
Off = Client billing – the client is invoiced directly.
At the far right of each row you find:
The pencil (Edit agency client) – change billing and which department the client belongs to.
The cross (Remove client from agency) – takes the client out of the agency agreement.
How to add a client is described in How to add clients to an agency.
Filtering the list
Click the filter button next to Add client to agency. It shows how many filters are in use, for example 1 active filter.
Choose what you want to filter on (see the table below).
Click Apply filters. Clear filters resets all choices.
Filter | Choices |
Scope | Whole agency (default) or My clients – only the clients you yourself have access to. |
Department | The clients in one department. Only shown when the agency uses departments. |
Billing plan | All billing plans or one specific plan. |
Client status | Active (default), Suspended or All statuses. |
Bank integration | All, Bank integration active or No bank integration. |
EHF | All, Registered in ELMA or Not registered in ELMA. |
Note: The list only shows active clients when you open it – that is why it says 1 active filter before you have chosen anything. If a client is missing, set Client status to All statuses.
To find one specific client, type the name in Search in clients....
Exporting the client list
Set the filters first. The export includes exactly the clients the list shows with your chosen filters – for example only My clients, or only the clients with bank integration.
Click Export and choose Download .xlsx (Excel), Download .csv or Download .pdf.
The file is downloaded to your computer.
The file has one row per client, including name, org. no., department, billing plan, consolidated billing, bank integration (bank partner and status), EHF, client status, country, email, phone, created date and last activity.
Note: You can export up to 10,000 clients at a time. If there are more, you get the message «Too many clients to export. Narrow your filters and try again.» Use the filters to split the list.
When should you contact us?
Contact support if:
A client is missing from the list even though Client status is set to All statuses.
The export gives the message «Failed to export clients. Please try again.» several times in a row.
Please provide the agency's name, the client's organisation number, which filters you chose and the exact error message, if any.