Difference between revisions of "Create/import clients"

Revision as of 14:59, 28 July 2017

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There are 2 ways of adding clients on : Clients list page :

1. Press New Client , enter client info, and click "Save".

2. Import many clients at once by clicking Import from Excel .

In this case, you’ll need to download the template, fill it with the client data and upload it to the system.

For every client, you may add contact info, contact persons, prices and documents .

You will be able to select the client when you create quote , project , invoice or payment.

Back to the Quick Start Guide main page

For more info on clients, please see our wiki pages .

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 You will be able to select the client when you create <U>[[Quote creation|'''quote''']]</U> , <U>[[New project/Update project details|'''project ''']]</U> ,  <U>[[Clients receivables list#Invoice creation|'''invoice ''']]</U>  or  <U>[[Client payment creation|'''payment''']]</U>.
+[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page
 For more info on clients, please see our <U>[[Clients|'''wiki pages''']]</U>  .