A contact can be attached to a prospect, client or supplier and allows you to;
Clients and suppliers can have any number of contacts. Prospects can only have one.
A prospect may have only one contact. You can add a prospect contact by;
You can edit a prospect contact by;
A client may have any number of contacts. You can add a client contact by;
You can edit a client contact by;
Quotes, invoices and statements cannot be generated unless the client has at least one contact.
A client can be enabled or disabled by; Finding the client and opening the Client View. Opening the client menu > disable client OR opening the...
A statement is a summary of the invoices issued to and payments made by a client over a period of time. It provides a simple overview of the total ...
Clients have the option of you adding additional details, which are automatically included in quotes, invoices and statements. Additional details c...