Quick start guide to Protemos Freelance edition

From Protemos Wiki
Revision as of 15:32, 22 January 2024 by Andrii (talk | contribs)

(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

For a brief system overview, please check this video: 2ag.png

All the icons are clickable

1. Create account

1ag.pngEmpty square.jpg2ag.png 		2. Create/import clients

1ag.pngEmpty square.jpg2ag.png 		3. Create quotes

1ag.pngEmpty square.jpg2ag.png


4. Create project

1ag.pngEmpty square.jpg2ag.png 		5. Issue invoices

1ag.pngEmpty square.jpg2ag.png 		6. Record payments

1ag.pngEmpty square.jpg2ag.png


7. Generate reports

1ag.pngEmpty square.jpg2ag.png 		8. Filters and search

1ag.pngEmpty square.jpg2ag.png


9. Export data

1ag.pngEmpty square.jpg2ag.png


10. Alerts and notifications

1ag.pngEmpty square.jpg2ag.png


11. Customization

1ag.pngEmpty square.jpg2ag.png



For the Vendor Quick start guide click here. (2).png
Taxes

1ag.pngEmpty square.jpg2ag.png 		Import clients

1ag.pngEmpty square.jpg2ag.png 		PDF templates

1ag.pngEmpty square.jpg2ag.png



Messages

1ag.pngEmpty square.jpg2ag.png



Retrieved from "https://wiki.protemos.com/index.php?title=Quick_start_guide_to_Protemos_Freelance_edition&oldid=24858"