Difference between revisions of "Clients"

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[[Import clients from Excel]]
 
[[Import clients from Excel]]
  
[[Client creation]]
+
[[Client view]]:
  
[[Client view]]:
+
*[[Client view page – General info tab| General info tab]]
  
*[[Client view page – General tab| General tab]]
+
*[[Client view page – Contact persons tab| Contact persons tab]]
  
*[[Client view page – Primary user tab| Primary user tab]]
+
*[[Client_view_page_–_Client_pools_tab| Client pools tab]]
  
*[[Client view page – Contact persons tab| Contact persons tab]]
+
*[[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 quick links]]
 +
 +
[[Manage client tags]]
  
 
[[Update client details]]
 
[[Update client details]]
  
[[Client default settings]]
+
[[Client default settings|Client settings]]
 +
 
 +
[[Create contact person]]
 +
 
 +
[[Update contact person]]
 +
 
 +
----
 +
 
 +
'''[[Create client|New client]]'''
 +
 
 +
----
 +
'''[[Clients receivables list|Receivables]]'''
 +
 
 +
[[Create receivable]]
 +
----
 +
 
 +
'''[[Client invoices list|Invoices]]'''
 +
 
 +
[[Clients receivables list#Create invoice|Create client invoices]]
 +
 
 +
[[Client invoice view]]
 +
 
 +
[[Update client invoice|Update invoice]]
 +
 
 +
[[Send client invoice|Send invoice]]
 +
 
 +
[[Client invoice Discount & Extra charge|Discount & Extra charge]]
 +
 
 +
[[Write off invoice]]
 +
----
 +
'''[[Client payments list|Payments]]'''
 +
 
 +
[[Create client payment]]
 +
 
 +
[[Client payment view]]
 +
 
 +
[[Update client payment]]
 +
 
 +
[[Delete client payment]]
 +
 
 +
----
 +
 
 +
'''[[Client contacts]]''' <span style="color:red">
 +
 
 +
----
 +
 
 +
'''[[Client prices list|Prices]]'''
 +
 
 +
[[Create client price|Create price]]
 +
 
 +
[[Update client price|Update price]]
 +
 
 +
----
 +
 
 +
'''[[Clients tags|Tags]]
  
[[Client contact person creation]]
+
----
  
[[Client contact person update]]
+
'''[[Clients statuses|Statuses]]
  
[[Client price creation]]
+
----
  
[[Client price update]]
+
'''[[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