Difference between revisions of "Clients"

Revision as of 17:55, 20 December 2018

Clients list

Import clients from Excel

Client view:

• General tab

• Primary user tab

• Contact persons tab

• Prices tab

• Taxes tab

• Documents tab

Client quick links - coming soon

Manage client tags - coming soon

Update client details

Client default settings

Create contact person

Update contact person

New client

Client contacts - coming soon

Prices

Create price

Update price

Receivables

Create receivable

Invoices

Create client invoices

Client invoice view

Update invoice

Send invoice

Client invoice Discount & Extra charge

Write off invoice

Payments

Create payment

Client payment view

Update payment