Daftra
Get Started for Free

Home / Clients / Clients / Manage Clients

Back

Manage Clients

User Manuals 11

Adding a New Client
Viewing the Client file
Client Categories
Clients List
Assigning a Price List to a Client
Client Opening Balance
Client’s Credit Limit
Client’s Account Statement
Client Activity Log
Importing Clients Data
Adding a Client Photo

Tutorials 14

Custom Description on the Account Statement
Linking the Client and Supplier to One Account Statement
Categorizing Clients and how to benefit of it
Managing Clients’ Opening Balance and Controlling it
Managing the Credit Limit and Credit Period Limit of Clients
Assigning Price Lists to Clients
Adding and Showing the Client Logo on Daftra Software
Linking the Client Address to Google Maps
Different Client Balances and Client Statement
Adding a New Client
Importing Clients Through Excel
Downloading a Backup Copy of the Clients’ Contact Info in Daftra
Explanation of How to set up the Client Settings in Daftra’s Client Management App
Adding the Client Signature to the Account Statement

Frequently Asked Questions 1

How to Create an Invoice from the Client’s File

Didn't find what you want?

We're happy to help you. Contact Us

Contact Support Team