Difference between revisions of "Clients"

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*[[Client view page – General tab| General tab]]
 
*[[Client view page – General tab| General tab]]
 
*[[Client view page – Primary user tab| Primary user tab]]
 
  
 
*[[Client view page – Contact persons tab| Contact persons tab]]
 
*[[Client view page – Contact persons tab| Contact persons tab]]
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*[[Client view page – Documents tab| Documents tab]]
 
*[[Client view page – Documents tab| Documents tab]]
  
[[Client quick links]] <span style="color:red"> ''- coming soon''</span>
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[[Client quick links]] <span style="color:red">
  
[[Add client tags]] <span style="color:red"> ''- coming soon''</span>
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[[Manage client tags]]  
  
 
[[Update client details]]
 
[[Update client details]]
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'''[[Client contacts]]''' <span style="color:red"> ''- coming soon''</span>
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'''[[Client contacts]]''' <span style="color:red">  
  
 
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'''[[Clients tags|Tags]]'''<span style="color:red"> ''- coming soon''</span>
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'''[[Clients tags|Tags]]

Revision as of 16:21, 24 January 2019

Clients list

Import clients from Excel

Client view:

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 payment

Client payment view

Update payment


Client contacts


Prices

Create price

Update price


Tags