Difference between revisions of "Clients"

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*[[Client view page – Documents tab| Documents tab]]
 
*[[Client view page – Documents tab| Documents tab]]
  
[[Client quick links]]
+
[[Client quick links]] <span style="color:red"> ''-coming soon''</span>
  
[[Manage client tags]]
+
[[Manage client tags]] <span style="color:red"> ''-coming soon''</span>
  
 
[[Update client details]]
 
[[Update client details]]

Revision as of 17:36, 20 December 2018

Clients list

Import clients from Excel

Client view:

Client quick links -coming soon

Manage client tags -coming soon

Update client details

Client default settings

Create contact person

Update contact person


New client


Client contacts


Prices

Create price

Update price


Receivables

Create receivable


Invoices

Create client invoices

Client invoice view

Update invoice

Send invoice

Client invoice Discount & Extra charge

Write off invoice


Payments

Create payment

Client payment view

Update payment