Difference between revisions of "Quick start guide to Protemos Freelance edition"

From Protemos Wiki
Jump to: navigation, search
Line 6: Line 6:
  
 
  |-style="height:100px"
 
  |-style="height:100px"
  |1. " valign="top" align="center" width="300"|[[Create Account|'''1. Create account''']] <br> <br>[[File:1ag.png|50px|link=Create Account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|50px|link=https://youtu.be/jX-D7EUltyE]]
+
  |1. " valign="top" align="center" width="300"|[[Create Account|'''1. Create account''']] <br> <br>[[File:1ag.png|55px|link=Create Account]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/jX-D7EUltyE]]
 
   
 
   
|2. " valign="top" align="center" width="300"|[[Create/import clients|'''2. Create/import clients''']] <br> <br> [[File:1ag.png|60px|link=Create/import clients]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/e23OdYfLewc]]
+
|2. " valign="top" align="center" width="300"|[[Create/import clients|'''2. Create/import clients''']] <br> <br> [[File:1ag.png|55px|link=Create/import clients]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/e23OdYfLewc]]
  
  |3. " valign="top" align="center"|[[Сreate quotes|'''3. Create quotes''']] <br> <br> [[File:1ag.png|60px|link=Сreate quotes]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/WRZJHb9njeI]]  
+
  |3. " valign="top" align="center"|[[Сreate quotes|'''3. Create quotes''']] <br> <br> [[File:1ag.png|55px|link=Сreate quotes]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/WRZJHb9njeI]]  
  
 
   
 
   

Revision as of 11:27, 22 January 2024

For a brief system overview, please check this video: 2ag.png

All the icons are clickable

1. Create account

1ag.pngEmpty square.jpg2ag.png
2. Create/import clients

1ag.pngEmpty square.jpg2ag.png
3. Create quotes

1ag.pngEmpty square.jpg2ag.png


4. Create project

1ag.png Empty square.jpg 2ag.png
5. Issue invoices

1ag.pngEmpty square.jpg2ag.png
6. Record payments

1ag.pngEmpty square.jpg2ag.png


7. Generate reports

1ag.pngEmpty square.jpg2ag.png
8. Filters and search

1ag.pngEmpty square.jpg2ag.png


9. Export data

1ag.png Empty square.jpg2ag.png


10. Alerts and notifications

1ag.pngEmpty square.jpg 2ag.png


11. Customization

1ag.pngEmpty square.jpg 2ag.png



For the Vendor Quick start guide click here. (2).png
Taxes

1ag.pngEmpty square.jpg2ag.png
Import clients

1ag.pngEmpty square.jpg 2ag.png
PDF templates

1ag.png Empty square.jpg 2ag.png



Messages

1ag.png Empty square.jpg 2ag.png