Difference between revisions of "Clients"

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Line 23: Line 23:
 
[[Update client details]]
 
[[Update client details]]
  
[[Client default settings]]
+
[[Client default settings|Client settings]]
  
 
[[Create contact person]]
 
[[Create contact person]]
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[[Send client invoice|Send invoice]]
 
[[Send client invoice|Send invoice]]
  
[[Client invoice Discount & Extra charge]]
+
[[Client invoice Discount & Extra charge|Discount & Extra charge]]
  
 
[[Write off invoice]]
 
[[Write off invoice]]
Line 59: Line 59:
 
[[Client payment view]]
 
[[Client payment view]]
  
[[Client payment update|Update payment]]
+
[[Update client payment]]
 +
 
 +
[[Delete client payment]]
  
 
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'''[[Clients prices list|Prices]]'''
+
'''[[Client prices list|Prices]]'''
  
 
[[Create client price|Create price]]
 
[[Create client price|Create price]]

Revision as of 10:57, 12 November 2020

Clients list

Import clients from Excel

Client view:

Client quick links

Manage client tags

Update client details

Client settings

Create contact person

Update contact person


New client


Receivables

Create receivable


Invoices

Create client invoices

Client invoice view

Update invoice

Send invoice

Discount & Extra charge

Write off invoice


Payments

Create client payment

Client payment view

Update client payment

Delete client payment


Client contacts


Prices

Create price

Update price


Tags