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• Create client
  ...ent page: [http://cloud.protemos.com/client/add/ http://cloud.protemos.com/client/add]'' 1. Click the '''Clients''' menu on the top panel and then click '''New client''':
  2 KB (305 words) - 15:16, 28 February 2023
• Client view
  This page is intended for viewing and entering various client data and has the following tabs: [[File:Client profile tabs.png|border|1070px]]
  1 KB (227 words) - 10:43, 14 October 2022
• Client view page – General info tab
  — Edit basic info about the client (e.g. name, address, status etc.). — Monitor client-related projects, receivables, invoices, and payments.
  4 KB (575 words) - 12:18, 13 October 2022
• Client view page – Contact persons tab
  On this tab you can view the list of client’s contacts, edit or delete them, and start creating new contacts: ...nding contact row. It will open the '''<u>[[Update contact person]]</u>''' page.
  2 KB (257 words) - 12:40, 13 October 2022
• Client view page – Prices tab
  ...clone, edit or delete them, and create prices associated with a particular client: ...r client, click '''"New price"'''. It will open the '''New client price''' page.
  3 KB (414 words) - 12:48, 13 October 2022
• Client view page – Taxes tab
  Go to the necessary client profile and click the '''"Taxes"''' tab. On this tab you can create a custom taxes set for this client.
  2 KB (292 words) - 12:51, 13 October 2022
• Client view page – Documents tab
  On this tab you can upload and delete files and links to files related to the client: =='''Other tabs on the page'''==
  1 KB (201 words) - 12:54, 13 October 2022
• Reports – Clients – Income by invoices
  ...mos.com/report/client-income-by-invoices/ http://cloud.protemos.com/report/client-income-by-invoices]'' To view the '''Monthly income per client by invoices''' reports, go to '''Reports → Clients → Income by invoices
  2 KB (278 words) - 11:09, 22 August 2022
• Reports – Clients – Income by payments
  ...d.protemos.com/report/client-income-by-payments/ cloud.protemos.com/report/client-income-by-payments]'' To view the '''Monthly income per client by payments''' reports, go to '''Reports → Clients → Income by payments
  2 KB (254 words) - 17:31, 19 August 2022
• Quotes list
  ''Quotes page: [http://cloud.protemos.com/quote/index/ http://cloud.protemos.com/quote/in On the '''Quotes''' page you can:
  3 KB (465 words) - 10:28, 13 September 2022
• Send quote
  You can send a quote to your client right from the system. It will display the '''Send quote''' page where you can send the quote to the customer: check information, amend if n
  3 KB (531 words) - 10:32, 13 September 2022
• Project details, CAT logs tab
  It will bring you to the '''CAT log import''' page. [[file:CAT log upload page.png|border|700px]]
  3 KB (541 words) - 10:52, 13 September 2022
• Client invoice Discount & Extra charge
  [[File:Client invoice discount and extra charge.png|border|500px]] ...you'll get back to the '''<U>[[Client invoice view|Client invoice]]</U>''' page.
  564 bytes (94 words) - 14:33, 13 September 2022
• Create/import clients
  ...k=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page. '''There are 2 ways of adding clients on''' the [https://cloud.protemos.com/client/index <U>'''Clients list'''</U>]:
  1 KB (230 words) - 16:26, 28 February 2023
• Customization
  ...k=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page. - Your own <U>[https://cloud.protemos.com/account/view '''company account settings''']</U>, here you can update your account info,
  3 KB (548 words) - 18:14, 10 March 2023
• Frequently Asked Questions
  ...e price and how it's calculated, please check the '''<U>[[License]]</U>''' page. *'''Client''': used by clients within Enterprise accounts. Such accounts are created b
  36 KB (5,950 words) - 18:44, 27 December 2023
• Enterprise edition user manual
  '''For a brief system overview, please check this video:''' [[File:YT client.png|40px|link=https://youtu.be/rrG6ImhtWHQ]] ...https://cloud.protemos.com/account/create Create Account] </span> </U>''' page:
  64 KB (10,245 words) - 11:21, 28 February 2023
• PDF templates
  You can create PDF templates for client invoices, vendor invoices, quotes, and job PO. [[File:Client invoice pdf templates+.png|border|1070px]]
  18 KB (2,710 words) - 13:28, 24 November 2023
• Client prices list
  ...es page: [https://cloud.protemos.com/client-price/index cloud.protemos.com/client-price/index]'' On this page you can:
  4 KB (719 words) - 11:02, 16 September 2022
• Freelance edition user manual
  '''For a brief system overview, please check this video:''' [[File:YT client.png|40px|link=https://www.youtube.com/watch?v=-vaItQijEwE]] [[File:Protemos web page.png|border|700px]]
  40 KB (6,336 words) - 12:37, 19 June 2023

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