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 17: Line 15:
 
*[[Client view page – Documents tab| Documents tab]]
 
*[[Client view page – Documents tab| Documents tab]]
  
[[Client quick links]] <span style="color:red"> ''-coming soon''</span>
+
[[Client quick links]] <span style="color:red">
  
[[Manage client tags]] <span style="color:red"> ''-coming soon''</span>
+
[[Manage client tags]]  
  
 
[[Update client details]]
 
[[Update client details]]
Line 32: Line 30:
  
 
'''[[Create client|New client]]'''
 
'''[[Create client|New client]]'''
 
----
 
 
'''[[Client contacts]]'''
 
 
----
 
 
'''[[Clients prices list|Prices]]'''
 
 
[[Create client price|Create price]]
 
 
[[Client price update|Update price]]
 
  
 
----
 
----
Line 67: Line 53:
 
'''[[Client payments list|Payments]]'''
 
'''[[Client payments list|Payments]]'''
  
[[Client payment creation|Create payment]]
+
[[Create client payment]]
  
 
[[Client payment view]]
 
[[Client payment view]]
  
 
[[Client payment update|Update payment]]
 
[[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]]
 +
 +
----
 +
 +
'''[[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