Clients

Clients screen allows to work with customer accounts.  Selected customer information is shown in the customer record fields:

• Company Name: customer company name

• Address 1 to 3: customer address

• Contact Name: customer contact name. This name will be used in sending email and printed letters to customer.

• Telephone, Mobile and Fax: customer phone numbers

• Email: customer email address. This email address will be used when sending documents and letters to customer by email

• Apply discount: check to apply specific discount to customer. Select discount rate from listbox.

• Apply tax rate: check to apply specific VAT rate to customer. Select VAT rate from listbox.

Customer buttons:

• Print - print customer record

• Export - export customer record

• New - create a new customer

• Save - save changed customer fields

• Delete - delete customer

• Quote - make quotation

• Invoice - make invoice

• Credit - make credit note

• Pay - record payment from customer

• Activity - show customer activity

• Statement - make customer statement

• Labels - print customer label

• Letters - make letter to customer

• Close - close Clients module