Difference between revisions of "Clients"

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'''[[Create client|New client]]'''
 
'''[[Create client|New client]]'''
 
----
 
 
'''[[Clients prices list|Prices]]'''
 
 
[[Create client price|Create price]]
 
 
[[Client price update|Update price]]
 
  
 
----
 
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'''[[Client contacts]]''' <span style="color:red"> ''- coming soon''</span>
 
'''[[Client contacts]]''' <span style="color:red"> ''- coming soon''</span>
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 +
----
 +
 +
'''[[Clients prices list|Prices]]'''
 +
 +
[[Create client price|Create price]]
 +
 +
[[Client price update|Update price]]
 +
 +
----
 +
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'''[[Tags]]'''

Revision as of 13:01, 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


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


Prices

Create price

Update price


Tags