Difference between revisions of "Create/import clients"
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You will be able to select the client when you create <U>[[Quote creation|'''quote''']]</U>, <U>[[New project/Update project details|'''project ''']]</U>, <U>[[Client invoices list#Invoice creation|'''invoice ''']]</U> or <U>[[Client payment creation|'''payment''']]</U>. | You will be able to select the client when you create <U>[[Quote creation|'''quote''']]</U>, <U>[[New project/Update project details|'''project ''']]</U>, <U>[[Client invoices list#Invoice creation|'''invoice ''']]</U> or <U>[[Client payment creation|'''payment''']]</U>. | ||
| − | For more info on clients, please see our <U>[[Clients|'''wiki pages''']]</U> or our video tutorial [[File:youtube.jpg|40px|link=https://youtu.be/ | + | For more info on clients, please see our <U>[[Clients|'''wiki pages''']]</U> or our video tutorial [[File:youtube.jpg|40px|link=https://youtu.be/e23OdYfLewc]] |
[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page. | [[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page. | ||
Revision as of 08:11, 11 May 2020
Back to the Quick Start Guide main page.
There are 2 ways of adding clients on the Clients list page:
1. Press New client , enter client info, and click "Save":
2. Import many clients at once by clicking Import from Excel :
In this case, you’ll need to download the template, fill it with the client data and upload it to the system.
For every client, you may add contact info, contact persons, prices , taxes and documents .
You will be able to select the client when you create quote, project , invoice or payment.
For more info on clients, please see our wiki pages or our video tutorial 40px
Back to the Quick Start Guide main page.
