Difference between revisions of "Clients"

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Line 5: Line 5:
 
[[Client view]]:
 
[[Client view]]:
  
*[[Client view page – General tab| General tab]]
+
*[[Client view page – General info tab| General info tab]]
  
*[[Client view page – Primary user tab| Primary user tab]]
+
*[[Client view page – Contact persons tab| Contact persons 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]]
Line 16: Line 18:
  
 
*[[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]]
 
[[Create contact person]]
Line 28: Line 34:
  
 
'''[[Create client|New client]]'''
 
'''[[Create client|New client]]'''
 
----
 
 
'''[[Clients prices list|Prices]]'''
 
 
[[Create client price|Create price]]
 
 
[[Client price update|Update price]]
 
  
 
----
 
----
 
'''[[Clients receivables list|Receivables]]'''
 
'''[[Clients receivables list|Receivables]]'''
  
[[Receivable creation/editing|Create receivable]]
+
[[Create receivable]]
 
----
 
----
  
 
'''[[Client invoices list|Invoices]]'''
 
'''[[Client invoices list|Invoices]]'''
  
[[Clients receivables list#Invoice creation|Create invoice]]
+
[[Clients receivables list#Create invoice|Create client invoices]]
  
 
[[Client invoice view]]
 
[[Client invoice view]]
  
[[Client invoice update|Update invoice]]
+
[[Update client invoice|Update invoice]]
  
 
[[Send client invoice|Send invoice]]
 
[[Send client invoice|Send invoice]]
  
[[Client invoice Discount & Extra charge update|Client invoice Discount & Extra charge]]
+
[[Client invoice Discount & Extra charge|Discount & Extra charge]]
  
 
[[Write off invoice]]
 
[[Write off invoice]]
Line 59: Line 57:
 
'''[[Client payments list|Payments]]'''
 
'''[[Client payments list|Payments]]'''
  
[[Client payment creation|Create payment]]
+
[[Create client payment]]
  
 
[[Client payment view]]
 
[[Client payment view]]
  
[[Client payment update|Update payment]]
+
[[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]]
 +
 
 +
----
 +
 
 +
'''[[Clients statuses|Statuses]]
 +
 
 +
----
 +
 
 +
'''[[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