_bm0 Quotes, Invoices, Payments, Finances and Client Folders windows

Top 

In the Navigation panel (in the left part of Projetex 7.0 Workstation interface) in the clients related part there is a number of icons which are shortcuts to different Projetex 7.0 window containing clients' related information:

icon_quotes_client

Quotes to Clients

Quotes to Clients window is basically identical to the Quotes tab of the Client window (find a detailed description here); though unlike the latter Quotes to Clients window contains quotes for all clients.

icon_invoices_client

Invoices to Clients

 

Invoices to Clients window basically identical to the Invoices tab of the Client window; though unlike the latter Invoices to Clients window contains quotes for all clients. This window also contains Mass Invoicing button.

icon_payments_client

Payments from Clients

The same goes to the Payments from Clients window (it contains the same information as Payments tab of the Client window, only for all clients). This window also contains Mass Payments button.

icon_finances_clients

Finances of Clients

Finances of Clients window provides you with payment information concerning the total payments, total invoices and general balances of all clients, and is almost similar to Accounts tab of the Client window.

icon_folders_client

Client folders

Client Folders window allows you to access clients folders, create new folders, explore and search in them. It is very similar to Files tab of the Client window (find a detailed description here).

icon_schedule_project

Schedule of Projects

Schedule of Projects window displays in a graphical all projects for the selected period, with color distinction for current/due today/overdue Projects etc. (find a detailed description here).

 

_bm2

 

See Also:

Client window

Mass Action