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• Clients
  [[Client view]]: *[[Client view page – General info tab| General info tab]]
  1 KB (200 words) - 10:36, 22 December 2023
• Project details, Finances tab
  — Add receivables from your client. =='''Receivables from client'''==
  6 KB (902 words) - 10:34, 7 September 2022
• Create receivable
  This is the summary of how much your client will pay you. ...nter the number of PO received from сlient. You may leave it blank if the client is not sending you any PO numbers.
  9 KB (1,540 words) - 18:03, 16 December 2022
• Create payable
  You can add payables on a job page. It will display the '''Payable''' page which consists of three sections described below.
  9 KB (1,445 words) - 17:50, 19 September 2022
• Clients receivables list
  ''Clients receivables page: [http://cloud.protemos.com/project-receivable/index/ cloud.protemos.com/pr On this page you can:
  5 KB (845 words) - 15:44, 9 February 2023
• Client invoice view
  [[File:Client invoice page (more actions)+.png|border|1070px]] ...ows emailing the invoice to the client directly from the system. After the invoice is sent, the system records the date of sending.
  9 KB (1,487 words) - 16:19, 9 November 2022
• Send client invoice
  To send an invoice, open the one you need, click '''"Actions"''' and then '''"Send"''': [[File:Send client invoice button.png|border|1000px]]
  2 KB (331 words) - 17:05, 7 September 2022
• Update client invoice
  ...an invoice, open the one you need, click '''"More actions"''' and then '''"Update"''': [[File:Update client invoice1.png|border|1070px]]
  2 KB (366 words) - 12:26, 16 August 2022
• Create client payment
  ...http://cloud.protemos.com/client-payment/create/ http://cloud.protemos.com/client-payment/create]'' ...''' page which is intended for recording the payment you received from the client.
  2 KB (245 words) - 12:25, 13 November 2023
• Vendor invoice view
  [[File:Vendor invoice view.png|border|1070px]] *'''Download as PDF''' — clicking this button downloads the invoice in PDF format.
  7 KB (1,150 words) - 18:21, 7 November 2022
• Import clients from Excel
  ...[http://cloud.protemos.com/client-import/index/ http://cloud.protemos.com/client-import/index]'' Watch our video tutorial on '''how to import clients''' — [[File:YT client.png|40px|link=https://youtu.be/9oFngi3mXEc]]
  9 KB (1,484 words) - 10:11, 15 April 2024
• 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 default settings
  =='''Client settings'''== ...profile you need, scroll down to the '''Settings''' section, and click '''"Update"''':
  1 KB (231 words) - 11:50, 16 August 2022
• Account
  ''Account page: [https://cloud.protemos.com/account/view https://cloud.protemos.com/accoun On the '''Account''' page you can complete or update general information, upload the logo of your company, delete your account.
  3 KB (527 words) - 18:40, 5 December 2022
• Payment methods
  ''Payment methods page: [http://cloud.protemos.com/account-payment-method/index/ http://cloud.prot Here you may also change the default payment method and terms, update, disable or delete payment methods by clicking the corresponding buttons:
  1 KB (232 words) - 12:03, 6 September 2022
• Change default payment method
  It will bring you to the '''"Update settings"''' page where you can select the default payment method and define in how many days [[File:Update client portal settings+.png|border|1070px]]
  800 bytes (123 words) - 11:55, 6 September 2022
• Client pools
  ...nt pools: [https://cloud.protemos.com/client-pool/index cloud.protemos.com/client-pool/index]'' ...they will only be able to see the corresponding client profiles and other client-related info from their pool and according to their role.
  5 KB (787 words) - 17:07, 5 December 2023
• Customization
  ...k=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page. ...rotemos.com/account/view '''company account settings''']</U>, here you can update your account info, specify the default settings, and delete the account.
  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

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