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 amounts owed, and should be issued to every client on a regular basis.
Knack allows you to download a pdf statement or issue scheduled statements to any client in the system.
A statement includes;
You can download a statement for a client at any time by either;
You can schedule a statement to automatically be sent to a client on a regular basis. To do this, either;
You will be required to choose;
The statement will be automatically sent.
Automation is a PRO feature - you will not be able to schedule statements on a Forever Free account.
Prospects And Clients > Contacts
A prospect may have only one contact. You can add a prospect contact by;Creating a new prospect. When you enter the information for the prospect, the contact information will be required.You can edit ...
Prospects And Clients > Updating Prospects
You can convert any prospect in to a client by going to the Prospect View > convert to client.When converting to a client, the following things will happen;All actions will be copied across.A new cont...
Prospects And Clients > Updating Clients
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 client menu > enable client.Disabling a client will result...