# Clients

> Add and organize clients, confirm their contact details and share their portal.

Source: https://support.billingmart.com/clients
Updated: 2026-10-30

- [Add and manage clients](https://support.billingmart.com/clients/manage-clients.md): Add a client on the web or your phone, what a client record holds, how the duplicate warning works, and how to edit, archive, restore and merge.
- [Verified contacts and why a send is blocked](https://support.billingmart.com/clients/verified-contacts.md): What a verified email or phone means, the three ways a contact becomes verified, what an unverified contact can and cannot receive, and why a send is held back.
- [The customer portal](https://support.billingmart.com/clients/customer-portal.md): How your customers sign in without a password, what they can see and do in the portal, and what it never shows them.
- [Client statements](https://support.billingmart.com/clients/client-statements.md): Show one client's account for a month or a year, download it as a PDF, and email it to them, and why a statement is held back.
- [Import clients from a file](https://support.billingmart.com/clients/import-clients.md): Bring your client list in from a CSV file, how the columns are matched, what happens to duplicates and bad rows, and what to expect afterwards.
- [Work records in the customer portal](https://support.billingmart.com/clients/portal-jobs.md): What a client may see about a work record, the client view settings a new record starts with, and what is never shown.