Difference between revisions of "Clients"

From Protemos Wiki
Jump to: navigation, search
(12 intermediate revisions by the same user not shown)
Line 17: Line 17:
 
*[[Client view page – Documents tab| Documents tab]]
 
*[[Client view page – Documents tab| Documents tab]]
  
[[Vendor quick links]]
+
[[Client quick links]] <span style="color:red">
  
[[Manage vendor tags]]
+
[[Manage client tags]]  
  
 
[[Update client details]]
 
[[Update client details]]
Line 32: Line 32:
  
 
'''[[Create client|New client]]'''
 
'''[[Create client|New client]]'''
 
----
 
 
'''[[Client contacts]]'''
 
 
----
 
 
'''[[Clients prices list|Prices]]'''
 
 
[[Create client price|Create price]]
 
 
[[Client price update|Update price]]
 
  
 
----
 
----
Line 72: Line 60:
  
 
[[Client payment update|Update payment]]
 
[[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