Manage - Client Invoicing


In Invoice page you will find varied information such as client details, order details, service type request, details relating to the source and target language.

You will also be able to find details about the Account manager and Salesperson. For ease and convenience, we have introduced a feature, where you can Add Notes and view the same.

 

1.View Client Profile

Click on this button to view client details.

Click here for View Client Details.



2.View/Add Notes

Click on View/Add Notes button where you can Add your notes and View past notes if any.

Click here for Add Notes Details.



3.Take Payment

Payment can be done either using card or PayPal.



4. Payment Due Date

You can Edit Client Payment Due Date by Clicking on this button.



 

5. Update Client Paid

You can Update Client Payment by using this switch button.



 

6. Add Client Charges

Add Charges button is used to add Charges to Client if applicable.

Click here for Add Charges Details.


7. Edit Client Charges

Edit Charges button is used to Edit Client Charges

Click here for Edit Charges Details.


8. Delete Client Charges

Click on Delete Charges button to delete Client Charges.