Difference between revisions of "Client view page – Prices tab"
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=='''Other tabs on the page'''== | =='''Other tabs on the page'''== | ||
| − | *'''General info''' | + | *'''General info'''—view and edit company info and payment conditions. |
| − | *'''Contact persons''' | + | *'''Contact persons'''—the list of client’s contact persons (available if the client is '''Company''', not '''Individual'''). |
| − | *'''Taxes''' | + | *'''Taxes'''—on this tab, you can create a custom taxes set for this client. Here you may also define which taxes set should be applied (whether custom or default one) for this particular client. |
| − | + | *'''Documents'''—intended for storing any documents related to the client. | |
| − | *''' | + | *'''Project chart'''—here you can see the chart and list of all active projects for the client. |
Revision as of 13:37, 2 August 2019
On this tab you can view the list of agreed with the client and general prices, edit or delete them, and start creating new prices:
To delete the price from your database, press "Delete" in the corresponding row.
To start updating the price, press "Update" in the corresponding row. It will open the Update client price page.
To start creating a new price, press "New price". It will open the New client price page.
You may also create new clients' prices on the Clients prices page.
Other tabs on the page
- General info—view and edit company info and payment conditions.
- Contact persons—the list of client’s contact persons (available if the client is Company, not Individual).
- Taxes—on this tab, you can create a custom taxes set for this client. Here you may also define which taxes set should be applied (whether custom or default one) for this particular client.
- Documents—intended for storing any documents related to the client.
- Project chart—here you can see the chart and list of all active projects for the client.
