Clients

Make sure to create Client Groups in the General Settings page before creating any client.

  • Can create clients with complete details which includes company name, contact person, contact number, email id, complete address with billing & shipping address and can segregate clients in different groups based on your industry.
  • Can view, edit or delete a client.
  • Client details will be fetched automatically while creating the invoice.
  • Can easily track the invoice raised, payment received & pending payment from the client view page.
  • You can also find the user/employee who created this client for enhanced understanding.
  • Can view the details added for the client at any point in time and can modify it if there is a change.
  • Can directly edit the client details from the view page if required.
  • The consolidated list of all the clients will be available in the client landing page and can be able to download this data as well if required.