Client Module

Overview

This module provides the functionality to create and maintain records associated with clients and prospects.

 

 

Clicking on a button will navigate you to the respective layout where you can perform additional functions.

 

These can be summarised as follows

 

Button

Associated Functionality

Contacts

View existing contacts
Create a new Contact

Edit a Contact

View a Contact's Detailed Record
Grant a Contacts Access to the Vendor Site

Reset a Client Password for Vendor Site

Companies

View existing companies
Create a new company record

Edit an existing company record
View a Company's Detailed Record

Marking a Company as On Hold

Generate a Customer Invoice Statement

Recording an Invoice Payment Received from a Company

Allocating Received Payments

Issuing a Credit Note to a Company

Allocating Credit Notes

Generating a Client Storage Cost Report