A client is exactly what it sounds like - a customer or client that has or will purchase a product or service from you. Typically, creating a client allows you to;
You may use all or some of these features, depending on your company.
There are two methods available for creating a client;
You can manually ceate a client with the following method;
Once you have entered all of the required information and saved the client, you will be taken to the Client View.
The Client View is the place where you can find all important information and actions for any client, such as;
Clicking or tapping the tabs at the top will provide information such as;
There are two options available for locating an existing client;
Using the client list;
Using Smart Search;
Clients have the option of you adding additional details, which are automatically included in quotes, invoices and statements. Additional details c...
You can schedule a statement to automatically be sent to a client on a regular basis. To do this, either; Go to the client view > schedule auto st...
You can download a statement for a client at any time by either; Using the main menu clients > manage > download statement. Select the company and...