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Clients Details sidebar

The sidebar on the right side of the Client Details window contains the following buttons:

Button

KEYS

Action

CTRL+A

Enter a payment.

CTRL+O

Write-off an amount owing.

CTRL+S

Print an individual client invoice/statement or statement.

CTRL+G

Display equipment on loan for client.

CTRL+K

Allow syndicate members to be set up under this client name.

CTRL+J

Generate a cost estimate for this client.

ALT+D

Enter diary items for this client.

ALT+C

Enter multiple cheque payment details for this client.

ALT+U

Attach documents & letters to this client.

ALT+W

Generate a customised letter from available templates or create a new template.

The following buttons will be highlighted in blue if there is existing information:

See Also

Client Details

Search for Client

Client Details window

Client button descriptions

Settings tab

Balances tab

Reports tab

Creating a Client record

Working with Syndicates

Inserting a Write Off

Dealing with duplicated client records

How to print a statement for the client

How to print an address label for a client

How to record equipment on loan