Client Management
Manage your client database
Managing Clients
Adding Clients
- Go to Clients > Add Client
- Enter business details
- Add contact information
- Set payment terms
- Save
Client Information
Track for each client:
- Business name and address
- GSTIN and PAN
- Contact persons
- Email and phone
- Custom payment terms
- Credit limit
Client Portal
Give clients access to:
- View their invoices
- Download PDFs
- Make payments
- View statements
Client Reports
- Revenue by client
- Payment history
- Outstanding balance
- Invoice history