Difference between revisions of "Clients"

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*[[Client view page – Contact persons tab| Contact persons tab]]
 
*[[Client view page – Contact persons tab| Contact persons tab]]
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*[[Client_view_page_–_Client_pools_tab| Client pools tab]]
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*[[Client view page – CRM tab| СRM tab]]
  
 
*[[Client view page – Prices tab| Prices tab]]
 
*[[Client view page – Prices tab| Prices tab]]
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*[[Client view page – Documents tab| Documents tab]]
 
*[[Client view page – Documents tab| Documents tab]]
 
*[[Client view page – Project chart tab|Project chart tab]]
 
  
 
[[Client quick links]]  
 
[[Client quick links]]  
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'''[[Clients statuses|Statuses]]
 
'''[[Clients statuses|Statuses]]
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----
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'''[[Clients sources|Sources]]

Latest revision as of 09:36, 22 December 2023

Clients list

Import clients from Excel

Client view:

Client quick links

Manage client tags

Update client details

Client settings

Create contact person

Update contact person


New client


Receivables

Create receivable


Invoices

Create client invoices

Client invoice view

Update invoice

Send invoice

Discount & Extra charge

Write off invoice


Payments

Create client payment

Client payment view

Update client payment

Delete client payment


Client contacts


Prices

Create price

Update price


Tags


Statuses


Sources