Difference between revisions of "Clients"

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[[Update client details]]
 
[[Update client details]]
  
[[Client default settings]]
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[[Client default settings|Client settings]]
  
 
[[Create contact person]]
 
[[Create contact person]]
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[[Update client payment]]
 
[[Update client payment]]
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 +
[[Delete client payment]]
  
 
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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