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Clients stores customer records you can attach to invoices, Link to Pay, Calendar appointments, and Virtual Terminal payments. Open Clients in the merchant sidebar to get started.
Clients page for Michael's Kitchen showing 15 clients with Name, Phone, Address, Notes, and Actions columns

The Clients list with search, Add Client, and bulk import.

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Prerequisites

The Clients feature must be enabled on the entity plan. Ask your ISO admin to enable it in Plans & Features if you do not see Clients in the sidebar.

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Create a client

1

Open Clients

In the merchant sidebar, click Clients, then Create (or Add Client).
2

Enter details

Fill in First Name, Last Name, and Email. Phone, address, business name, and notes are optional.
3

Save

Click Add Client.
You can also add a client without leaving Create Invoice, Link to Pay, Calendar, or Virtual Terminal. Use the person-plus control next to the client search. Email is required. Taliup uses it to find the customer later and to send invoices or receipts.

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Restore a deleted client

Deleting a client hides the record. It does not permanently remove their history. If you create a client again with the same email on the same entity, Taliup finds the previous record and asks you to restore it.
Restore previous client modal for Ava Bennett with Cancel and Restore buttons

Restore previous client confirmation after reusing a deleted email.

1

Add the client again

Use Clients → Create, or Add Client from an invoice, Link to Pay, Calendar, or Virtual Terminal. Enter the same email as the deleted client.
2

Confirm the restore

When Taliup finds a match, it shows Restore previous client? The message names the previous client and explains that restoring reuses their record and brings back invoices, appointments, payments, and other history.
3

Restore or cancel

Click Restore to reuse that client. Click Cancel to leave them deleted and stay on the form.
After you restore:
  • The client keeps the same record (not a second copy of the same email).
  • Name and phone from the new form replace the old values.
  • Prior invoices, appointments, and payments stay attached.
An active client with that email still cannot be duplicated. Taliup shows a unique-email error instead of the restore prompt.
Restore is the right path when a merchant deleted a customer by mistake and wants their history back. Do not create a second client with a different email if you need the old invoices.

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Delete a client

From the Clients list or the client detail page, click Delete and confirm the warning. The client disappears from the list. Recreating them with the same email starts the restore flow above.