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]]
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'''[[Client payments list|Payments]]'''
 
'''[[Client payments list|Payments]]'''
  
[[Client payment creation|Create payment]]
+
[[Create client payment]]
  
 
[[Client payment view]]
 
[[Client payment view]]

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