Client view page – Documents tab
On this tab you can upload and delete the files related to the client:
To delete the file from your database, press "Delete" in the corresponding row.
To start uploading a new file, press "Add files".
Other tabs on the page
- General info - view and edit company info and payment conditions.
- Contact persons - the list of client’s contact persons (available if the client is Company, not Individual).
- Taxes - on this tab, you can create a 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.
- Prices - the list of prices for the customer.