Managing your clients
Managing your clients
For each client you work with and want to invoice, you will need to create them in the clients area. This will have details on the company and the contacts at that company. You must have at least one client to start invoicing so this is the first thing to start on!
Content
- Creating a new client For each company you want to invoice, you will need to create a client with at least one contact at that company. To create a new client, click the create new client button on the clients page. You will then be required to enter the clients company details and create a contact at that company.
- Filtering and searching for a client
- Exporting clients and contacts
Last updated: 2016-10-04 10:02:10