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 |