Difference between revisions of "Clients"

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Line 45: Line 45:
 
[[Client invoice view]]
 
[[Client invoice view]]
  
[[ Update client invoice|Update invoice]]
+
[[Update client invoice|Update invoice]]
  
 
[[Send client invoice|Send invoice]]
 
[[Send client invoice|Send invoice]]
Line 71: Line 71:
 
[[Create client price|Create price]]
 
[[Create client price|Create price]]
  
[[Client price update|Update price]]
+
[[Update client price|Update price]]
  
 
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'''[[Clients tags|Tags]]
 
'''[[Clients tags|Tags]]

Revision as of 10:37, 7 August 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