Clients summary

Clients are the active customers of the organization who are listed under this subsection of the Customers module. This section records the data for each individual. It includes name, email, status, creation date along with few more options which include viewing, editing, and deletion.

Looking into each individual, you will reach a page wherein a few tabs will be available. These tabs are as follows:

1. PROFILE: This tab records all necessary information about the client including their personal, business, and contact information. It also records information for their relationship with the organization and all the projects, invoices, or any other financial and legal matters in brief.

2. PROJECTS: This tab records information about the projects that have been officially signed between the two parties involved and any information that might be of some use to both. It offers an "ADD PROJECT" option on the top left corner to add new information in the pre-existing list with an "EXPORT" feature right beside it to download and access the stored database offline as well.

3. INVOICES: This tab records all the created invoices shared with the client by the organization for payments of the work done so far. It also offers a feature of "Creating Invoice" to add in the pre-existing list with the "Export" feature beside it to access the data offline.

4. ESTIMATES: Estimates are the approximate amount calculated to be the final pricing of the signed projects with some possibility of negotiation. This tab records all the estimates sent and discussed. It also offers a "Create an Estimate" feature on the top left corner to add a new item in the list along with the "Export" feature right beside it to access the data offline.

5. CREDIT NOTES: Credit Notes are the amount of the invoices that have been paid but canceled due to some reasons, then the amount recorded in the credit note is redeemed in the next invoice that will be created for payment. All Credit notes formed for the individual client are stored under this tab.

6. PAYMENTS: This tab records the transaction history for the customer. There is a feature for "Adding Payments" with the "Export" feature right beside it.

7. CONTACTS: Contacts tab records the contact information for all the employees whose details are required herein and allows to "Add Contacts" and "Export" the list too.

8. NOTES: Notes tab stores all the key points that the two parties wish to share among themselves. It allows "Creation/Addition of New Notes" from the top left corner and "Export" the created notes.

The newly added Clients are added by clicking on the "Add Client" button in blue on the top left corner of the page as updating and adding new members to the pre-existing list is also important. The created list can be exported easily using the "Export" option mentioned right beside it.