The Client Management screen allows you to view all your contacts and find out more information regarding each one.
From this page you can:
- Create new contact
- View contact details
- Send email
- Create invoice for contact
- See invoice history
- See paid/unpaid invoices
- Edit/delete contact
- Search contacts
To create a new contact click on 'New Client'. Once added you can manage contacts by clicking on their contact card within the client management page.
On the contact card click:
- 'View Contact' to view client address and telephone numbers, invoice history and total amounts paid/unpaid
- 'Send Mail' to open up a basic mail editor to send email from this system
- 'New Invoice' to create a new invoice or income record for this client