Client Set Up - Video Tutorial
Client setup allows you to manage your client base. This is where you keep your clients contact details, credit limit, insurance details. It is important to make sure you update the client details as required to ensure correct information is readily available.
0:23 Clients tab
0:28 Adding a client and entering details
0:58 Applying a discount percentage
1:47 Credit application
2:30 Insurance details
3:22 Postal contact details
4:10 Saving client.
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