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> Use this file to discover available pages before exploring further.
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# Do things on a client's behalf

Almost anything a client can do in their client portal, you can do for them. For example, when a client calls you with a request, you can create it yourself instead of asking them to type it in.

## Act for a client

1. Open **Clients** and select the client to open their profile, or click the client's name anywhere in Zendo.
2. On **Overview**, start what you need for the client: **+ New Request** in the **Requests** box, **+ New Quote** in the **Quotes** box or **+ New Invoice** in the **Invoices** box.
3. To put a file in their client portal, open the **Files** tab and select **Upload file**.
4. To write something only your team sees, use the **Notes** tab.
5. To check that the client can see what you prepared, select **View as client** in the panel on the right. In this mode you can also act as the client: create requests, update their details and more. See [View the portal as a client](https://help.getzendo.io/en/article/view-the-portal-as-a-client-8xh4sc/).

![A request started for a client from New Request: first the client (1), then the request type (2), and then the type's Request Form (3), filled in for them.](https://getzendo.io/wp-content/uploads/2026/11/kb-c5-new-request.webp =722x512)

## You can also start from the requests list, Billing or a request

**New request** in the requests list creates a request for a client you choose. It is quicker when you already have the list open. **Create Quote** and **Create Invoice** in **Billing** work the same way: you choose the client in the document.

On a request page, **Get paid ▾** next to the tabs creates a quote or an invoice for that client and attaches it to that request. See [Send a quote](https://help.getzendo.io/en/article/send-a-quote-5leqg/) and [Issue an invoice](https://help.getzendo.io/en/article/issue-an-invoice-ktxe67/).

## Your team can use request types that clients cannot

Your team can create a request of any type, including types hidden from clients. If a request type's **Who can submit** is set to **Only your team**, only your team can use it. Such a type can be used, for example, for internal work that you still want to track for a client. See [Decide who can submit a request type](https://help.getzendo.io/en/article/decide-who-can-submit-a-request-type-1m352cm/).

## Prepare everything before the client signs in

Creating a client account and inviting the client are separate steps. A client who has not been invited cannot sign in. So you can create their requests, upload their files, draft a quote and set up their onboarding first, and only then invite them. Everything is ready when they first sign in. See [Add clients](https://help.getzendo.io/en/article/add-clients-1mfm23b/).

## The client never sees your notes or Settings

The client never sees **Notes** on requests and conversations, the **Notes** tab on their profile, or anything in **Settings**. When you write on a request, the **Reply | Note** switch decides who sees it: a reply goes to the client, a note does not.

## Related

- [Use the client profile](https://help.getzendo.io/en/article/use-the-client-profile-1xp49mx/)
- [Add clients](https://help.getzendo.io/en/article/add-clients-1mfm23b/)
- [View the portal as a client](https://help.getzendo.io/en/article/view-the-portal-as-a-client-8xh4sc/)
- [Decide who can submit a request type](https://help.getzendo.io/en/article/decide-who-can-submit-a-request-type-1m352cm/)
- [Work a request from arrival to done](https://help.getzendo.io/en/article/work-a-request-from-arrival-to-done-jfl1fw/)