Client Management Articles

How to Manage Client Unit Prices
In this article, you will learn how to update/edit client-specific unit prices. On the Module Menu, click Client Management and select View Clients. Yo...
Fri, 13 Apr, 2018 at 11:19 AM
How to Delete Client Unit Prices
In this article, you will learn how to delete client-specific unit prices. On the Module Menu, click Client Management and select View Clients. You wil...
Fri, 13 Apr, 2018 at 11:35 AM
How to Create Client Refunds
In this article, you will learn how to  create client-specific refunds. This option allows you to process a refund request from the Clients Management modul...
Sun, 15 Apr, 2018 at 3:12 AM
How to Manage Client Refunds
In this article, you will learn how to update/edit clients' refund requests. On the Module Menu, click Client Management and select View Clients. Y...
Sun, 15 Apr, 2018 at 10:26 AM
How to Delete Client Refund Requests
In this article, you will learn how to delete client refund requests. On the Module Menu, click Client Management and select View Clients. You will be ...
Sun, 15 Apr, 2018 at 11:12 PM
Merging Clients
In this article, you will learn how to merge clients and saved their information and configuration into one client. All essential data will be copied over t...
Mon, 23 Sep, 2019 at 11:37 AM
Create a Client Category
In this article, you will learn how to create a category. This option allows you to categorize clients and group them accordingly. You can organize and cate...
Wed, 29 Jan, 2020 at 5:51 AM
How to Update Client Categories
In this article, you will learn how to view and update client categories. On the Menu Module, click Client Management and select Categories. The Categorie...
Wed, 29 Jan, 2020 at 6:11 AM
Delete Client Categories
In this article, you will learn how to delete selected client categories. On the Menu Module, click Client Management and select Categories. The Categorie...
Wed, 29 Jan, 2020 at 6:11 AM