Difference between revisions of "Clients"

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Line 33: Line 33:
 
'''[[Clients prices list|Prices]]'''
 
'''[[Clients prices list|Prices]]'''
  
[[Client price creation]]
+
[[Client price creation|Create price]]
  
[[Client price update]]
+
[[Client price update|Update price]]
  
 
----
 
----
 
'''[[Clients receivables list|Receivables]]'''
 
'''[[Clients receivables list|Receivables]]'''
  
[[Receivable creation/editing]]
+
[[Receivable creation/editing|Create receivable]]
 
----
 
----
  
 
'''[[Client invoices list|Invoices]]'''
 
'''[[Client invoices list|Invoices]]'''
  
[[Clients receivables list#Invoice creation|Client invoice creation]]
+
[[Clients receivables list#Invoice creation|Create invoice]]
  
 
[[Client invoice view]]
 
[[Client invoice view]]
  
[[Client invoice update]]
+
[[Client invoice update|Update invoice]]
  
[[Client invoice sending]]
+
[[Client invoice sending|Send invoice]]
  
 
[[Client invoice Discount & Extra charge update|Client invoice Discount & Extra charge]]
 
[[Client invoice Discount & Extra charge update|Client invoice Discount & Extra charge]]
Line 59: Line 59:
 
'''[[Client payments list|Payments]]'''
 
'''[[Client payments list|Payments]]'''
  
[[Client payment creation]]
+
[[Client payment creation|Create payment]]
  
 
[[Client payment view]]
 
[[Client payment view]]
  
[[Client payment update]]
+
[[Client payment update|Update payment]]

Revision as of 15:12, 10 September 2018

Clients list

Import clients from Excel

Client view:

Update client details

Client default settings

Create contact person

Update contact person


New client


Prices

Create price

Update price


Receivables

Create receivable


Invoices

Create invoice

Client invoice view

Update invoice

Send invoice

Client invoice Discount & Extra charge

Write off invoice


Payments

Create payment

Client payment view

Update payment