Difference between revisions of "Clients"

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Line 5: Line 5:
 
[[Client view]]:
 
[[Client view]]:
  
−
*[[Client view page – General tab| General tab]]
+
*[[Client view page – General info tab| General info 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]]
+
*[[Client_view_page_–_Client_pools_tab| Client pools tab]]
 +
 
 +
*[[Client view page – CRM tab| СRM tab]]
  
 
*[[Client view page – Prices tab| Prices tab]]
 
*[[Client view page – Prices tab| Prices tab]]
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*[[Client view page – Documents tab| Documents tab]]
 
*[[Client view page – Documents tab| Documents tab]]
 +
 +
[[Client quick links]]
 +
 +
[[Manage client tags]]
  
 
[[Update client details]]
 
[[Update client details]]
  
−
[[Client default settings]]
+
[[Client default settings|Client settings]]
  
 
[[Create contact person]]
 
[[Create contact person]]
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'''[[Create client|New client]]'''
 
'''[[Create client|New client]]'''
  
 +
----
 +
'''[[Clients receivables list|Receivables]]'''
 +
 +
[[Create receivable]]
 
----
 
----
  
−
'''[[Client contacts]]'''
+
'''[[Client invoices list|Invoices]]'''
  
 +
[[Clients receivables list#Create invoice|Create client invoices]]
 +
 +
[[Client invoice view]]
 +
 +
[[Update client invoice|Update invoice]]
 +
 +
[[Send client invoice|Send invoice]]
 +
 +
[[Client invoice Discount & Extra charge|Discount & Extra charge]]
 +
 +
[[Write off invoice]]
 
----
 
----
 +
'''[[Client payments list|Payments]]'''
 +
 +
[[Create client payment]]
  
−
'''[[Clients prices list|Prices]]'''
+
[[Client payment view]]
  
−
[[Create client price|Create price]]
+
[[Update client payment]]
  
−
[[Client price update|Update price]]
+
[[Delete client payment]]
  
 
----
 
----
−
'''[[Clients receivables list|Receivables]]'''
 
  
−
[[Receivable creation/editing|Create receivable]]
+
'''[[Client contacts]]''' <span style="color:red">
 +
 
 
----
 
----
  
−
'''[[Client invoices list|Invoices]]'''
+
'''[[Client prices list|Prices]]'''
  
−
[[Clients receivables list#Invoice creation|Create invoice]]
+
[[Create client price|Create price]]
  
−
[[Client invoice view]]
+
[[Update client price|Update price]]
  
−
[[ Update client invoice|Update invoice]]
+
----
−
 
 
−
[[Send client invoice|Send invoice]]
 
  
−
[[Client invoice Discount & Extra charge update|Client invoice Discount & Extra charge]]
+
'''[[Clients tags|Tags]]
  
−
[[Write off invoice]]
 
 
----
 
----
−
'''[[Client payments list|Payments]]'''
 
  
−
[[Client payment creation|Create payment]]
+
'''[[Clients statuses|Statuses]]
  
−
[[Client payment view]]
+
----
  
−
[[Client payment update|Update payment]]
+
'''[[Clients sources|Sources]]

Latest revision as of 10:36, 22 December 2023

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

Statuses

Sources

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