Client

Client creation

Click "Add Client": Find and click on the "Add Client" option located at the top left corner of the Clients module. Fill in Details: Complete the pre-generated form with the necessary information for the new client.

• Salutation: Choose Mr./Mrs./Ms. for addressing individuals.

• Client Name: Enter the name of the new client.

• Email: Provide email details for communication.

• Profile Picture: Upload a picture for the client's profile.

• Country: Specify the client's country.

• Mobile: Input the client's mobile number for communication.

• Gender: Select the gender

• Change Language: Allows changing the language settings.

• Client Category: Classify the client into preset categories for filtering later.

• Client Sub-Category: Further subdivide the client category for proper organization.

• Can the User Log in to the App?: Choose Yes or No for accessing the app.

• Can the User Receive Email Notifications?: Choose Yes or No for receiving email notifications.

• Company Name: Records the name of the organization the work is being done for.

• Official Website: Stores the link to the organization's official website.

• Tax Name: Records the name of the tax applicable to the organization for financial purposes.

• GST Number: Records the organization's GST Number for payment procedures.

• Office Phone Number: Collects the organization's phone number for communication.

• City: Records the location (city) where the organization is based.

• State: Records the location (state) where the organization is based.

• Postal Code: Records the postal code for the detailed location of the organization.

• Company Address: Collects the complete address of the organization for future reference.

• Shipping Address: Collects the address for deliveries of documents or products.

• Company Logo: Uploads the logo of the organization for branding purposes.

• Profile: Records all client information including personal, business, and contact details, along with project, invoice, and legal matters.

• Projects: Lists signed projects and relevant details. Allows adding new projects and exporting the data offline.

• Invoices: Records all invoices shared with the client. Includes a feature to create new invoices and export data offline.

• Estimates: Stores estimates for project pricing. Offers a create new estimate feature and export option.

• Credit Notes: Tracks canceled invoice amounts. Amounts are redeemed in future invoices.

• Payments: Records transaction history. Allows adding payments and exporting data.

• Contacts: Stores contact details for required employees. Allows adding contacts and exporting the list.

• Notes: Stores key points shared between parties. Allows adding new notes and exporting them.