Difference between revisions of "Clients"

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Line 6: Line 6:
  
 
*[[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]]
Line 16: 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 21: Line 23:
 
[[Client default settings]]
 
[[Client default settings]]
  
[[Client contact person creation]]
+
[[Create contact person]]
 +
 
 +
[[Update contact person]]
  
[[Client contact person update]]
+
----
  
 
'''[[Create client|New client]]'''
 
'''[[Create client|New client]]'''
  
[[Client price creation]]
+
----
 +
'''[[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 price update|Update price]]
 +
 
 +
----
  
[[Client price update]]
+
'''[[Clients tags|Tags]]

Revision as of 16:27, 5 June 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 client payment

Client payment view

Update payment


Client contacts


Prices

Create price

Update price


Tags