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Client Operations

User Manuals 16

Editing the Client File
Adding Multiple Addresses to the Client File
Adding a Form Record to the client’s file
Creating and Printing the Client Barcode
Client Printable
Sending an Email to a Client
Sending an SMS to a Client
Creating an Invoice for a Client
Adding Notes/ Attachments to the Client File
Assigning Staff Members to Clients
Entering the Client Portal
Creating an Estimate for a Client
Creating Credit Notes for Clients
Adding a Work Order for the Client
Suspending a Client
Deleting a Client File

Tutorials 6

Edit Client Information from the Invoice Creation Page
How to suspend a Client on Daftra Software
Adding Multiple Addresses for a Client and the Possibility of Selecting one of them in the Invoice
Creating and Printing the Client Barcode
How to Send an Email to a Client
Displaying the Tax Number for the Supplier/Client in the Invoice Layout

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