Articles in this section

• Client Management
• How do I enter a starting balance for a client?
• How do I add a client?
• How do I add a payment to a client's account?
• How do I add a contact to my client?
• Can I have custom client IDs?
• How can I track referral sources?
• How do I close or disable a client?
• How do I search for a disabled client?
• Can I view the client type without having to go through the whole list and select them?