Difference between revisions of "Clients"

Revision as of 12:12, 21 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 - coming soon

Manage client tags - coming soon

Update client details

Client default settings

Create contact person

Update contact person

New client

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

Client contacts - coming soon

Prices

Create price

Update price

Tags - coming soon