Difference between revisions of "Quick start guide to Protemos Freelance edition"

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  | " valign="top" align="center" width="300"  |[[Taxes|''' Taxes''']] <br> <br> [[File:1ag.png|55px|link=Taxes]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/IHAw-yH3jJM]]
 
  | " valign="top" align="center" width="300"  |[[Taxes|''' Taxes''']] <br> <br> [[File:1ag.png|55px|link=Taxes]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/IHAw-yH3jJM]]
 
   
 
   
  | " valign="top" align="center" |[[Import clients from Excel|''' Import clients''']] <br> <br> [[File:1ag.png|55px|link=Import clients from Excel]][[image:Empty square.jpg|10px|link=]] [[File:2ag.png|55px|link=https://youtu.be/9oFngi3mXEc]]  
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  | " valign="top" align="center" |[[Import clients from Excel|''' Import clients''']] <br> <br> [[File:1ag.png|55px|link=Import clients from Excel]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/9oFngi3mXEc]]  
  
 
  | " valign="top" align="center" | [[PDF_templates|'''PDF templates''']] <br> <br> [[File:1ag.png|55px|link=PDF templates]] [[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/hCA48afcmR4]]  
 
  | " valign="top" align="center" | [[PDF_templates|'''PDF templates''']] <br> <br> [[File:1ag.png|55px|link=PDF templates]] [[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/hCA48afcmR4]]  
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  | " valign="top" align="center" | [[Messages|'''Messages''']] <br> <br> [[File:1ag.png|55px|link=Messages]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|55px|link=https://youtu.be/DhbznYfEXPI]]
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  | " valign="top" align="center" | [[Messages|'''Messages''']] <br> <br> [[File:1ag.png|55px|link=Messages]][[image:Empty square.jpg|10px|link=]][[File:2ag.png|55px|link=https://youtu.be/DhbznYfEXPI]]
  
  

Revision as of 14:21, 22 January 2024

For a brief system overview, please check this video: 2ag.png

All the icons are clickable

1. Create account

1ag.pngEmpty square.jpg2ag.png
2. Create/import clients

1ag.pngEmpty square.jpg2ag.png
3. Create quotes

1ag.pngEmpty square.jpg2ag.png


4. Create project

1ag.pngEmpty square.jpg2ag.png
5. Issue invoices

1ag.pngEmpty square.jpg2ag.png
6. Record payments

1ag.pngEmpty square.jpg2ag.png


7. Generate reports

1ag.pngEmpty square.jpg2ag.png
8. Filters and search

1ag.pngEmpty square.jpg2ag.png


9. Export data

1ag.pngEmpty square.jpg2ag.png


10. Alerts and notifications

1ag.pngEmpty square.jpg2ag.png


11. Customization

1ag.pngEmpty square.jpg2ag.png



For the Vendor Quick start guide click here. (2).png
Taxes

1ag.pngEmpty square.jpg2ag.png
Import clients

1ag.pngEmpty square.jpg2ag.png
PDF templates

1ag.png Empty square.jpg2ag.png



Messages

1ag.pngEmpty square.jpg2ag.png