Clients

How to see Client details

Follow the instructions below to view client details: 1. Go to the 'Clients' on the toolbar and click on it. 2. Open a 3 dots menu for a client you want to see and click on 'View.' 3. You can see the details of a client as shown below;

How to import clients

In order to import clients, follow the steps below: 1. Go to the 'Clients' on the toolbar and click on it. 2. Then click on 'Import CSV/PDF.' 3. Choose File and click on 'Import File.' You can also Download the Template to import clients. Once you are done with it then press 'Save' Items.'

How to see Client's Report

Follow the instructions given below to view the client's report: 1. Go to the 'Reports' on the toolbar and click on it. 2. You will find a list of reports including: - All Clients (https://app.invoicequickly.com/Users/Reports/CustomersReport.aspx) - Defaulters (https://app.invoicequickly.com/Users/Reports/DefaultersReport) - Top Paying (https://app.invoicequickly.com/Users/Reports/TopPayingCustomersReport.aspx) - All Products (https://app.invoicequickly.com/Users/Reports/Produ...

How to see client's history

Follow the instructions given below to view the client's history: 1. Go to the 'Clients' on the toolbar and click on it. 2. You will find the list of clients you have. Open a 3 dots menu of an invoice and click on 'View.' 3. Now open 'History' at the top by clicking on it. 4. You can view the history of a client with details. Clicking on 'View All' will allow you to view the history of all clients you've added.

How to add a Client

If you are new on 'Invoice Quickly' and don't know how to add clients, just follow the instructions below: 1. Go to the 'Clients' on the toolbar and click on it. 2. Now click on 'New Client' on the top right side of the page. 3. Then enter the client's details including: - Name - Address - Email - Phone No - Tax No - Currency - Status Then press 'Submit' to complete the process of adding a new client.