Difference between revisions of "Clients"

Revision as of 13:45, 6 September 2022

Clients list

Import clients from Excel

Client view:

• General info tab

• Contact persons tab

• Client pools tab

• СRM tab

• Prices tab

• Taxes tab

• Documents tab

• Project chart tab

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