Manage Clients

  1. Search for a client in the system
  2. Show clients that have been made inactive
  3. Reveal contract jobs associated with this client or subclient
  4. Client name
  5. Subclient associated with the above client.
  6. Amount to be invoiced for this client among all their jobs.
  7. Outstanding invoice total.
  8. Number of active jobs and/or tickets.
  9. Edit this client’s information.
  10. Show contact info for this client.
  11. View payments made by this client.
  12. Convert this subclient to a contract job.
  13. Quick invoice now for outstanding invoice total.