Client view

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This page is intended for viewing and entering various client data and has the following tabs:

Clients tab.png

  • General info - view and edit company info, primary user, and payment conditions.
  • Contact persons - the list of client’s contact persons (available if the client is Company, not Individual).
  • Prices - the list of prices for the customer.
  • Taxes - on this tab you can create the custom taxes set for this client. Here you may also define which taxes set should be applied (whether custom or default one) for this particular client.
  • Documents - intended for storing any documents related to the client.