Clients

Clients list

Import clients from Excel

Client view:

• General tab

• Primary user tab

• Contact persons tab

• Prices tab

• Taxes tab

• Documents tab

Client quick links - coming soon

Add client tags - coming soon

Update client details

Client default settings

Create contact person

Update contact person

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New client

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Receivables

Create receivable

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Invoices

Create client invoices

Client invoice view

Update invoice

Send invoice

Client invoice Discount & Extra charge

Write off invoice

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Payments

Create payment

Client payment view

Update payment

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Client contacts - coming soon

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Prices

Create price

Update price

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Tags