Client view page – Taxes tab - Revision history

Andrii: /* Other tabs on the page */

2022-10-13T09:51:17Z

‎Other tabs on the page

2022-10-13T09:50:43Z

‎Other tabs on the page

2022-09-12T14:45:59Z

‎Other tabs on the page

2022-09-12T14:41:45Z

2020-07-17T06:49:19Z

2019-08-07T12:23:25Z

‎Other tabs on the page

2019-08-07T12:19:58Z

2019-08-07T09:25:21Z

2019-08-07T08:52:07Z

2019-08-07T08:48:48Z

← Older revision		Revision as of 09:51, 13 October 2022
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	*'''General info''' — view and edit company info and payment conditions.		*'''General info''' — view and edit company info and payment conditions.
		+
		+	*'''Contact persons''' — the list of client’s contact persons.

	*'''Client pools''' — on this tab, you can view the list of client pools the client is added to and managers who have access to this client based on the client pools settings.		*'''Client pools''' — on this tab, you can view the list of client pools the client is added to and managers who have access to this client based on the client pools settings.

@@ Line 23: / Line 23: @@
 *'''General info''' — view and edit company info and payment conditions.
-*'''Contact persons''' — the list of client’s contact persons (available if the client is a '''Company''', not '''Individual''').
+*'''Client pools''' — on this tab, you can view the list of client pools the client is added to and managers who have access to this client based on the client pools settings.
-*'''Prices''' — the list of prices for the customer.
+*'''CRM''' — on this tab, you can view and update the client status and source, manage client-associated to-dos and communication history notes.
 *'''Documents''' — intended for storing any documents related to the client.
 *'''Project chart''' — here you can see the chart and list of all active projects for the client.

@@ Line 21: / Line 21: @@
 =='''Other tabs on the page'''==
-*'''General info'''—view and edit company info and payment conditions.
+*'''General info''' — view and edit company info and payment conditions.
-*'''Contact persons'''—the list of client’s contact persons (available if the client is a '''Company''', not '''Individual''').
+*'''Contact persons''' — the list of client’s contact persons (available if the client is a '''Company''', not '''Individual''').
-*'''Prices'''—the list of prices for the customer.
+*'''Prices''' — the list of prices for the customer.
-*'''Documents'''—intended for storing any documents related to the client.
+*'''Documents''' — intended for storing any documents related to the client.
-*'''Project chart'''—here you can see the chart and list of all active projects for the client.
+*'''Project chart''' — here you can see the chart and list of all active projects for the client.

@@ Line 7: / Line 7: @@
 By default, the global taxes set (default clients taxes set) is applied whenever an invoice is generated.
-To apply a custom taxes set for this client, press the '''"Define custom set"''' button:
+To apply a custom taxes set for this client, click the '''"Define custom set"''' button:
 [[File:Global taxes.png|border|1100px]]
@@ Line 13: / Line 13: @@
 <span style="color:red"> '''Note:'''</span> If the custom taxes set is applied but it remains empty, then no taxes will be added whenever an invoice is generated for this particular client.
-You can add individual taxes as the percentage and flat amount by pressing corresponding buttons:
+You can add individual taxes as the percentage and flat amount by clicking the corresponding buttons:
 [[File:Custome tax.png|border|1100px]]

@@ Line 5: / Line 5: @@
 Here you may also define which taxes set should be applied (whether custom or default one) for this particular client.
-By default, the global taxes set (default clients taxes set) is applied whenever an invoice is generated:
+By default, the global taxes set (default clients taxes set) is applied whenever an invoice is generated.
 To apply a custom taxes set for this client, press the '''"Define custom set"''' button:
-[[file:CV Taxes define custom button.png|border|1100px]]
+[[File:Global taxes.png|border|1100px]]
 <span style="color:red"> '''Note:'''</span> If the custom taxes set is applied but it remains empty, then no taxes will be added whenever an invoice is generated for this particular client.
 You can add individual taxes as the percentage and flat amount by pressing corresponding buttons:
-[[file:CV custom taxes buttons.png|border|1100px]]
+[[File:Custome tax.png|border|1100px]]
 For more info, please see the '''<U>[[Taxes#Add custom client percentage taxes|Add custom client percentage taxes]]</U>''' and '''<U>[[Taxes#Add custom client absolute taxes|Add custom client absolute taxes]]</U>''' sections.

← Older revision		Revision as of 12:23, 7 August 2019
Line 32:		Line 32:

	*'''Documents'''—intended for storing any documents related to the client.		*'''Documents'''—intended for storing any documents related to the client.
		+
		+	*'''Project chart'''—here you can see the chart and list of all active projects for the client.

@@ Line 15: / Line 15: @@
 <span style="color:red"> '''Note:'''</span> If the custom taxes set is applied but it remains empty, then no taxes will be added whenever an invoice is generated for this particular client.
-[[file:ClCust set is applied.png|border|1100px]]
+[[file:CV custom tax set applied.png|border|1100px]]
 You can add individual taxes as the percentage and flat amount by pressing corresponding buttons: