Difference between revisions of "Clients"

From Protemos Wiki
Jump to: navigation, search
(48 intermediate revisions by 2 users not shown)
Line 1: Line 1:
[[Clients list page]]
+
'''[[Clients list]]'''
  
[[Import clients from Excel page]]
+
[[Import clients from Excel]]
  
[[Client creation page]]
+
[[Client view]]:
  
[[Client view page]]
+
*[[Client view page – General tab| General tab]]
  
[[Client view page – General tab]]
+
*[[Client view page – Primary user tab| Primary user tab]]
  
[[Client view page – Primary user tab]]
+
*[[Client view page – Contact persons tab| Contact persons tab]]
  
[[Client view page – Contact persons tab]]
+
*[[Client view page – Prices tab| Prices tab]]
  
[[Client view page – Prices tab]]
+
*[[Client view page – Taxes tab| Taxes tab]]
  
[[Client view page – documents tab]]
+
*[[Client view page – Documents tab| Documents tab]]
  
[[Update client details page]]
+
[[Client quick links]] <span style="color:red">
  
[[Client default payment terms page]]
+
[[Manage client tags]]  
  
[[Client contact person creation page]]
+
[[Update client details]]
  
[[Client contact person update page]]
+
[[Client default settings]]
  
[[Client price creation page]]
+
[[Create contact person]]
  
[[Client price update page]]
+
[[Update contact person]]
 +
 
 +
----
 +
 
 +
'''[[Create client|New client]]'''
 +
 
 +
----
 +
'''[[Clients receivables list|Receivables]]'''
 +
 
 +
[[Receivable creation/editing|Create receivable]]
 +
----
 +
 
 +
'''[[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 update|Client invoice Discount & Extra charge]]
 +
 
 +
[[Write off invoice]]
 +
----
 +
'''[[Client payments list|Payments]]'''
 +
 
 +
[[Client payment creation|Create payment]]
 +
 
 +
[[Client payment view]]
 +
 
 +
[[Client payment update|Update payment]]
 +
 
 +
----
 +
 
 +
'''[[Client contacts]]''' <span style="color:red">
 +
 
 +
----
 +
 
 +
'''[[Clients prices list|Prices]]'''
 +
 
 +
[[Create client price|Create price]]
 +
 
 +
[[Client price update|Update price]]
 +
 
 +
----
 +
 
 +
'''[[Clients tags|Tags]]

Revision as of 17:49, 26 December 2018

Clients list

Import clients from Excel

Client view:

Client quick links

Manage client tags

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


Prices

Create price

Update price


Tags