A number of client reports are available from the Reports tab.
A report can be printed by selecting the required report and clicking Print Report.
Client Details
Search for Client
Client Details window
Client button descriptions
Clients Details sidebar
Settings tab
Balances 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
