Difference between revisions of "Clients"

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[[Import clients from Excel]]
 
[[Import clients from Excel]]
 
[[Client creation]]
 
  
 
[[Client view]]:
 
[[Client view]]:
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*[[Client view page – Documents tab| Documents tab]]
 
*[[Client view page – Documents tab| Documents tab]]
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[[Client quick links]] <span style="color:red">
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[[Manage client tags]]
  
 
[[Update client details]]
 
[[Update client details]]
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[[Client default settings]]
 
[[Client default settings]]
  
[[Client contact person creation]]
+
[[Create contact person]]
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 +
[[Update contact person]]
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 +
----
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'''[[Create client|New client]]'''
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 +
----
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'''[[Clients receivables list|Receivables]]'''
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[[Receivable creation/editing|Create receivable]]
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----
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'''[[Client invoices list|Invoices]]'''
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[[Clients receivables list#Create invoice|Create client invoices]]
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[[Client invoice view]]
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[[ Update client invoice|Update invoice]]
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[[Send client invoice|Send invoice]]
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[[Client invoice Discount & Extra charge update|Client invoice Discount & Extra charge]]
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[[Write off invoice]]
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----
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'''[[Client payments list|Payments]]'''
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[[Client payment creation|Create payment]]
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[[Client payment view]]
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[[Client payment update|Update payment]]
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----
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'''[[Client contacts]]''' <span style="color:red">
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 +
----
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'''[[Clients prices list|Prices]]'''
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[[Create client price|Create price]]
  
[[Client contact person update]]
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[[Client price update|Update price]]
  
[[Client price creation]]
+
----
  
[[Client price update]]
+
'''[[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