Difference between revisions of "Clients"

Revision as of 11:16, 6 September 2018

Clients list

Import clients from Excel

Client view:

• General tab

• Primary user tab

• Contact persons tab

• Prices tab

• Taxes tab

• Documents tab

Update client details

Client default settings

Client contact person creation

Client contact person update

New client

Clients prices list

Client price creation

Client price update

Clients receivables list

Receivable creation/editing

Client invoice creation

Client invoices list

Client invoice view

Client invoice update

Client invoice sending

Client invoice Discount & Extra charge

Write off invoice

Client payments list

Client payment creation

Client payment view

Client payment update