Difference between revisions of "Clients"

Revision as of 11:20, 6 September 2018

Clients list

Import clients from Excel

Client view:

• General tab

• Primary user tab

• Contact persons tab

• Prices tab

• Taxes tab

• Documents tab

Update client details

Client default settings

Client contact person creation

Client contact person update

New client

Prices

Client price creation

Client price update

Receivables

Receivable creation/editing

Client invoice creation

Client invoices list

Client invoice view

Client invoice update

Client invoice sending

Client invoice Discount & Extra charge

Write off invoice

Client payments list

Client payment creation

Client payment view

Client payment update