Difference between revisions of "Quick start guide to Protemos Freelance edition"

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'''For a brief system overview, please check this video:'''  [[File:2ag.png|40px|link=https://youtu.be/rrG6ImhtWHQ]]
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'''For a brief system overview, please check this video:'''  [[File:2ag.png|40px|link=https://www.youtube.com/watch?v=-vaItQijEwE]]
  
 
'''<I> All the icons are clickable </I>'''
 
'''<I> All the icons are clickable </I>'''

Latest revision as of 15:32, 22 January 2024

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

All the icons are clickable

1. Create account

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2. Create/import clients

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3. Create quotes

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4. Create project

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5. Issue invoices

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6. Record payments

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7. Generate reports

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8. Filters and search

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9. Export data

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10. Alerts and notifications

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11. Customization

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

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Import clients

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PDF templates

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Messages

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