> ## Documentation Index
> Fetch the complete documentation index at: https://vatextract.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Client Management

> Organize invoices by client for better tracking

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

## Creating Clients

<Steps>
  <Step title="Navigate to Clients">
    Go to **Dashboard → Clients** in the sidebar.
  </Step>

  <Step title="Add New Client">
    Click **Add Client** and enter the client name.
  </Step>

  <Step title="Save">
    The client is now available for invoice assignment.
  </Step>
</Steps>

## Assigning Invoices to Clients

### During Review

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

### Bulk Assignment

1. Select multiple invoices in the dashboard
2. Click **Bulk Actions → Assign Client**
3. Choose the target client

<Info>
  VATextrac tcan automatically suggest clients based on supplier name matching. Enable this in **Settings → Preferences**.
</Info>

## 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

## Benefits

<CardGroup cols={2}>
  <Card title="Spending Tracking" icon="chart-line">
    View total spend per client over time
  </Card>

  <Card title="Client Reports" icon="file-invoice">
    Export all invoices for a specific client
  </Card>

  <Card title="Quick Search" icon="magnifying-glass">
    Filter dashboard by client for fast access
  </Card>

  <Card title="Organized Exports" icon="folder">
    Include client name in exported data
  </Card>
</CardGroup>

## API Access

Clients are available via the API:

```bash theme={null}
# List all clients
GET /api/clients

# Filter invoices by client
GET /api/invoices?clientId=client_abc123
```

See the [API Reference](/docs/api-reference/invoices) for full details.