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The Clients section is your customer database. It stores contact information, wallet addresses, and payment history for everyone who pays or receives payments through your organization.

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Overview

A client record contains:
  • Contact information — Name, email, phone number
  • Wallet address — Stellar account for receiving payouts
  • Payment history — All invoices and payments associated with the client
  • Custom fields — Additional data specific to your business

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Adding Clients

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Manual Entry

  1. Click Clients in the sidebar
  2. Click Add Client
  3. Fill in the client details:
FieldRequiredDescription
First NameYesClient’s first name
Last NameYesClient’s last name
EmailNoEmail address for notifications
PhoneNoPhone number for SMS notifications
Wallet AddressNoStellar address (G…) for payouts
External IDNoYour internal customer ID
  1. Click Save

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Bulk Import

Import multiple clients via CSV:
  1. Click Import Clients
  2. Download the template CSV
  3. Fill in your client data
  4. Upload the completed CSV
  5. Review and confirm the import

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CSV Format

first_name,last_name,email,phone,wallet_address,external_id
John,Doe,[email protected],+50912345678,GABC...XYZ,CUST001
Jane,Smith,[email protected],+50987654321,,CUST002

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Viewing Client Details

Click on any client to see their full profile:

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Contact Information

  • Name, email, phone
  • Wallet address (if provided)
  • External ID

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Payment History

TabContents
InvoicesAll invoices sent to this client
PaymentsAll payments received from this client
PayoutsAll payouts sent to this client

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Activity Timeline

Chronological list of all interactions:
  • Invoice sent
  • Invoice viewed
  • Payment received
  • Payout sent
  • Profile updated

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Managing Clients

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Edit Client

  1. Open the client profile
  2. Click Edit
  3. Update the information
  4. Click Save

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Delete Client

Clients can only be deleted if they have no associated transactions. If a client has payment history:
  • The record is preserved for audit purposes
  • You can mark the client as inactive instead

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Search and Filter

Find clients using:
  • Search — Search by name, email, phone, or external ID
  • Filter — Filter by status (active, inactive) or by wallet presence

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Wallet Addresses

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Why Wallet Addresses Matter

  • For Invoices: Not required. Customers pay via payment link.
  • For Payouts: Required. You need the wallet address to send funds.

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Adding a Wallet Address

Wallet addresses must be valid Stellar public keys:
  • Start with “G”
  • 56 characters long
  • Example: GABCDEFGHIJKLMNOPQRSTUVWXYZ234567ABCDEFGHIJKLMNOPQRS

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Verifying Wallet Addresses

Before sending large payouts, verify the wallet address:
  1. Confirm with the client via a separate channel
  2. Send a small test payout first
  3. Use the wallet address consistently

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Client for Payouts

When creating a payout:
  1. Select a client from the dropdown
  2. The system uses their stored wallet address
  3. No need to enter the address each time
This reduces errors and speeds up payout creation.

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Linking to Bousol Wallet Users

Clients can be linked to existing Bousol Wallet app users for a seamless payment experience.

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How It Works

When a client is linked to a Bousol Wallet user:
  1. Faster Payments: The Wallet app recognizes invoices sent to them
  2. Auto-fill Details: Wallet address is automatically associated
  3. Payment History: Unified view of all transactions with your organization

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Linking a Client

If your client already uses the Bousol Wallet app:
  1. Ask them for their Bousol ID (found in the Wallet app under Settings)
  2. Enter the Bousol ID in the client’s Bousol User ID field
  3. The link is established automatically
Note: Linking is optional. Clients without a Bousol Wallet account can still pay invoices—they’ll be prompted to download the app when they click the payment link.

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External ID

The External ID field links Bousol clients to your existing systems:
  • Use your internal customer number
  • Use your accounting system ID
  • Use any unique identifier from your database

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Benefits

  • Easy reconciliation between systems
  • Search clients by your internal ID
  • API integration using your identifiers

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Best Practices

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Data Quality

  • Keep contact information up to date
  • Verify wallet addresses before large payouts
  • Use consistent naming conventions

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Privacy

  • Only collect information you need
  • Protect client data appropriately
  • Follow data protection regulations

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Organization

  • Use External IDs to link to your other systems
  • Regularly review and clean up inactive clients
  • Export client lists for backup

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API Integration

For programmatic client management, see the Development section.

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Next Steps