Difference between revisions of "Clients"

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[[Client quick links]] <span style="color:red"> ''- coming soon''</span>
 
[[Client quick links]] <span style="color:red"> ''- coming soon''</span>
  
[[Manage client tags]] <span style="color:red"> ''- coming soon''</span>
+
[[Add client tags]] <span style="color:red"> ''- coming soon''</span>
  
 
[[Update client details]]
 
[[Update client details]]

Revision as of 09:36, 26 December 2018

Clients list

Import clients from Excel

Client view:

Client quick links - coming soon

Add 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