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Group your invoices by client to track spending, view history, and generate reports per customer or supplier.

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Creating Clients

1

Navigate to Clients

Go to Dashboard → Clients in the sidebar.
2

Add New Client

Click Add Client and enter the client name.
3

Save

The client is now available for invoice assignment.

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Assigning Invoices to Clients

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During Review

When reviewing an extracted invoice, select a client from the Client dropdown. The assignment is saved automatically.

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Bulk Assignment

  1. Select multiple invoices in the dashboard
  2. Click Bulk Actions → Assign Client
  3. Choose the target client
VATextrac tcan automatically suggest clients based on supplier name matching. Enable this in Settings → Preferences.

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Client Filtering

Filter your invoice list by client:
  1. Click the Filters button in the dashboard
  2. Select Client from the filter options
  3. Choose one or more clients

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Benefits

Spending Tracking

View total spend per client over time

Client Reports

Export all invoices for a specific client

Quick Search

Filter dashboard by client for fast access

Organized Exports

Include client name in exported data

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API Access

Clients are available via the API: 
# List all clients
GET /api/clients

# Filter invoices by client
GET /api/invoices?clientId=client_abc123
See the API Reference for full details.