Difference between revisions of "Clients"
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− | [[Clients list]] | + | '''[[Clients list]]''' |
[[Import clients from Excel]] | [[Import clients from Excel]] | ||
− | |||
− | |||
[[Client view]]: | [[Client view]]: | ||
*[[Client view page – General tab| General tab]] | *[[Client view page – General tab| General tab]] | ||
− | |||
− | |||
*[[Client view page – Contact persons tab| Contact persons tab]] | *[[Client view page – Contact persons tab| Contact persons tab]] | ||
Line 18: | Line 14: | ||
*[[Client view page – Documents tab| Documents tab]] | *[[Client view page – Documents tab| Documents tab]] | ||
+ | |||
+ | [[Client quick links]] <span style="color:red"> | ||
+ | |||
+ | [[Manage client tags]] | ||
[[Update client details]] | [[Update client details]] | ||
Line 23: | Line 23: | ||
[[Client default settings]] | [[Client default settings]] | ||
− | [[ | + | [[Create contact person]] |
+ | |||
+ | [[Update contact person]] | ||
+ | |||
+ | ---- | ||
+ | |||
+ | '''[[Create client|New client]]''' | ||
+ | |||
+ | ---- | ||
+ | '''[[Clients receivables list|Receivables]]''' | ||
+ | |||
+ | [[Receivable creation/editing|Create receivable]] | ||
+ | ---- | ||
+ | |||
+ | '''[[Client invoices list|Invoices]]''' | ||
+ | |||
+ | [[Clients receivables list#Create invoice|Create client invoices]] | ||
+ | |||
+ | [[Client invoice view]] | ||
+ | |||
+ | [[ Update client invoice|Update invoice]] | ||
+ | |||
+ | [[Send client invoice|Send invoice]] | ||
+ | |||
+ | [[Client invoice Discount & Extra charge update|Client invoice Discount & Extra charge]] | ||
+ | |||
+ | [[Write off invoice]] | ||
+ | ---- | ||
+ | '''[[Client payments list|Payments]]''' | ||
+ | |||
+ | [[Create client payment]] | ||
+ | |||
+ | [[Client payment view]] | ||
+ | |||
+ | [[Client payment update|Update payment]] | ||
+ | |||
+ | ---- | ||
+ | |||
+ | '''[[Client contacts]]''' <span style="color:red"> | ||
+ | |||
+ | ---- | ||
+ | |||
+ | '''[[Clients prices list|Prices]]''' | ||
+ | |||
+ | [[Create client price|Create price]] | ||
− | [[Client | + | [[Client price update|Update price]] |
− | + | ---- | |
− | [[ | + | '''[[Clients tags|Tags]] |
Revision as of 17:27, 5 June 2019
Client invoice Discount & Extra charge