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Client management
Client management
By Tony
1 author
17 articles
Create a shortcut to Client Portal
Change a client's primary address
Manage multiple addresses for a client account
Create multiple contacts for a client account
Manage a client account
Sending Mass Emails with Tools like Mailchimp and Brevo
Good to know
Personal service (Tax certificate)
Create a client account
How to use Sales management module?
Client Portal Management
Send email to multiple recipients
Contract management
Sign a contract online
How to manage an annual contract?
Advanced use
Add VAT tax rate for individual client
Set a custom hourly rate for a client
Newsletter subscriber management
Setting Up Accounting Accounts for Customers, Products, and Taxes