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.
The Client View is the place where you can find all important information and actions for any client, such as; Viewing client information and cont...
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 ...
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...