Search results

Create the page "Client creation" on this wiki! See also the search results found.

• Project details, Files tab
  You may select the files which you're going to deliver to your client and add them to the project output section: ...s tab]]</u>''' contains the project details you entered during the project creation and update, click to see the details.
  6 KB (1,032 words) - 12:10, 6 September 2022
• Finances
  [[Client prices list]] [[Clients receivables list#Invoice creation|Client invoice creation]]
  1,000 bytes (117 words) - 17:21, 5 September 2022
• Project details, Jobs tab
  ...s tab]]</u>''' contains the project details you entered during the project creation and update. ...nances tab|Finances tab]]</u>''' is used to enter all receivables from the client and to view the payables to the vendors.
  3 KB (459 words) - 10:34, 7 September 2022
• Project details, Finances tab
  — Add receivables from your client. =='''Receivables from client'''==
  6 KB (902 words) - 10:34, 7 September 2022
• Jobs list
  *'''Client''' — displays only the jobs for a specific client. ...fied client tags. This filter uses the "and" principle (for instance, if 2 client tags are entered, jobs with both tags will be displayed).
  6 KB (918 words) - 11:07, 7 September 2022
• Client invoice view
  [[File:Client invoice page (more actions)+.png|border|1070px]] ...nvoice|Send invoice]]</u>''' page which allows emailing the invoice to the client directly from the system. After the invoice is sent, the system records the
  9 KB (1,487 words) - 16:19, 9 November 2022
• Client invoices list
  ...page: [http://cloud.protemos.com/client-invoice/index/ cloud.protemos.com/client-invoice/index]'' — Open invoices, linked payments, and client profiles.
  3 KB (523 words) - 17:09, 7 September 2022
• Vendor payments list
  *'''Creation date''' — displays payments created within the specified date range. *'''Vendor''' — click the required vendor name to open the client profile.
  4 KB (617 words) - 11:57, 12 September 2022
• New manager
  ...client-related info (for more info, please check the <U>[[Client pools|'''Client pools''']]</U> page) ...ystem will send an invitation email to your manager for completing account creation.
  2 KB (352 words) - 17:03, 31 October 2022
• Project details, CAT logs tab
  ...s tab]]</u>''' contains the project details you entered during the project creation and update, click to see the details. ...nances tab|Finances tab]]</u>''' is used to enter all receivables from the client and to view the payables to the vendors, click to see the details.
  3 KB (541 words) - 10:52, 13 September 2022
• Create/import clients
  '''There are 2 ways of adding clients on''' the [https://cloud.protemos.com/client/index <U>'''Clients list'''</U>]: ...[https://cloud.protemos.com/client/create <U>'''New client'''</U>], enter client info, and click "'''Save'''":
  1 KB (230 words) - 16:26, 28 February 2023
• Create project
  <U>[[Project details, Finances tab#Receivables from client|'''Finances tab''']]</U>. <U>[[Clients receivables list#Invoice creation|'''create invoice for the client''']]</U>.
  1 KB (225 words) - 17:47, 28 February 2023
• Frequently Asked Questions
  *'''Client''': used by clients within Enterprise accounts. Such accounts are created b You can also check this video on how to manage multiple accounts: [[File:YT client.png|40px|link=https://youtu.be/UqLtOJ8fjyc]]
  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]] ...ystem currency, time zone for new users, and default templates for quotes, client and vendor invoices, and job POs.
  64 KB (10,245 words) - 11:21, 28 February 2023
• Desktop shortcuts for the Protemos system
  ...object creation pages have static URL addresses. For example, the project creation page address is https://cloud.protemos.com/project/create. The same is true for the quote, payment, vendor, client etc. creation pages.
  2 KB (353 words) - 17:53, 14 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]] Here you can also set the number of your First client invoice and Client invoice prefix:
  40 KB (6,336 words) - 12:37, 19 June 2023
• Project templates
  Watch our video tutorial on '''Project templates''' — [[File:YT client.png|40px|link=https://youtu.be/TM4aKwhBeVU]] ...milar types of projects. They provide a standard set of predefined values (client, languages, jobs, files, receivables etc.) for a type of the project.
  9 KB (1,416 words) - 17:48, 21 September 2022
• Quick action buttons
  '''Main objects creation''' ...mplate/create]] [[File:HT client.jpg|122px|link=https://cloud.protemos.com/client/add]] [[File:HT vendor.jpg|122px|link=https://cloud.protemos.com/vendor/add
  2 KB (315 words) - 15:53, 20 December 2021
• Add project
  [[File:Redirect.jpg|40px|link=Client quick start guide]] Back to the '''Client quick Start Guide''' main page. ...olor:red">'''Note:'''</span> The account administrator can disable project creation by clients.
  961 bytes (155 words) - 10:19, 22 September 2022
• New project
  ...account administrator can disable project creation by clients in the '''[[Client portal]]''' settings if necessary. ...nnot find the necessary client, make sure that they can be <U> '''[[Update client details#Assignability|assigned]]''' </U> to projects and quotes.
  6 KB (900 words) - 17:51, 26 September 2022

View (previous 20 | next 20) (20 | 50 | 100 | 250 | 500)