Difference between revisions of "Clients"

From Protemos Wiki
Jump to: navigation, search
Line 32: Line 32:
  
 
'''[[Create client|New client]]'''
 
'''[[Create client|New client]]'''
 
----
 
 
'''[[Client contacts]]''' <span style="color:red"> ''- coming soon''</span>
 
  
 
----
 
----
Line 72: Line 68:
  
 
[[Client payment update|Update payment]]
 
[[Client payment update|Update payment]]
 +
 +
----
 +
 +
'''[[Client contacts]]''' <span style="color:red"> ''- coming soon''</span>

Revision as of 11:59, 21 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


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


Client contacts - coming soon