The Client List
The Client List give you quick access to phone numbers and is where clients are selected for viewing information.
The Client View
After selecting a client from the list there is access to the following:
❖ Main Client Information
❖ Invoices can be Previewed, Edited, Time History Previewed and Reversed.
❖ Expanding the row will make available all payments that have been applied.
❖ Payments can be reversed and Process Returned Items.
❖ Expanding the row will show all Invoices the payment has been applied to.
❖ Open Time Records
❖ Will show by Activity all Time Records that have not been billed.
❖ Expanding the row will show all records associated with the Activity.