Manage Clients


On this page, it displays the complete information about the specific Client.


1 . Client Info

This page consists details about Client, it includes details such as Client’s name, contact details, etc. On this page, one can also edit information, if essential. Click here to View Client Info


2 .Company Info

This page consists of clients company information get stored in those fields.

You can also update, whenever there is any change. Click here to View Company Info of Client.


3. Orders

This page consists information relating to order details, such as how many orders has been created by the specific client on different dates.

Click here to View Order Details.

4 . Payments

Payments Module consists of total Paid/Unpaid Invoices of clients.

Click here to View Payments Details.

5. Client Profile Settings

In the client portal settings, you will find information relating to Client’s profile, the details include user name, password. You have also an option, to delete a Client profile, if you think, he/she are no longer available.

Click here to View Client Profile Settings.

6. Notes

Add note is a significant application, it does help make a note of significant information. It is easy to a add a note, you are required to click on add notes and enter the text and it would be saved. Any time you can go back and check notes, you can also edit and delete the note to suit your needs

Click here for more info.