Difference between revisions of "Clients"

Revision as of 14:56, 15 August 2019

Clients list

Import clients from Excel

Client view:

• General info tab

• Contact persons tab

• Prices tab

• Taxes tab

• Documents tab

• Project chart tab

Client quick links

Manage client tags

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 client payment

Client payment view

Update payment

Client contacts

Prices

Create price

Update price

Tags