Difference between revisions of "Add a Client"
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(Created page with "Client Records are initially captured in your front end Recruitment/CRM system and exported to PinvoiceR on an as needs basis. Use the export to PinvoiceR function in your Rec...") |
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Client Records are initially captured in your front end Recruitment/CRM system and exported to PinvoiceR on an as needs basis. Use the export to PinvoiceR function in your Recruitment/CRM system to add/edit the client billing records in PinvoiceR. | Client Records are initially captured in your front end Recruitment/CRM system and exported to PinvoiceR on an as needs basis. Use the export to PinvoiceR function in your Recruitment/CRM system to add/edit the client billing records in PinvoiceR. | ||
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| − | Alternatively you can add a client manually in PinvoiceR | + | Alternatively you can add a client manually in PinvoiceR by clicking on the links <kbd>Clients</kbd> and <kbd>Add Client</kbd> |
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| + | [[File:Add_a_client.png |600px]] | ||
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Once a client has been created (either by an export from the front end system or by adding it manually) you then need to ensure that the client location is set up correctly. | Once a client has been created (either by an export from the front end system or by adding it manually) you then need to ensure that the client location is set up correctly. | ||
Latest revision as of 00:12, 25 March 2018
About
Client Records are initially captured in your front end Recruitment/CRM system and exported to PinvoiceR on an as needs basis. Use the export to PinvoiceR function in your Recruitment/CRM system to add/edit the client billing records in PinvoiceR.
Alternatively you can add a client manually in PinvoiceR by clicking on the links Clients and Add Client
Once a client has been created (either by an export from the front end system or by adding it manually) you then need to ensure that the client location is set up correctly.
