Difference between revisions of "Clients"

Revision as of 15:41, 20 December 2018

Clients list

Import clients from Excel

Client view:

• General tab

• Primary user tab

• Contact persons tab

• Prices tab

• Taxes tab

• Documents tab

Client quick links

Manage client tags

Update client details

Client default settings

Create contact person

Update contact person

New client

Client contacts

Prices

Create price

Update price

Receivables

Create receivable

Invoices

Create client invoices

Client invoice view

Update invoice

Send invoice

Client invoice Discount & Extra charge

Write off invoice

Payments

Create payment

Client payment view

Update payment