👥 Client Management
Clients Overview
Clients are the lifeblood of your business – they are the people who pay you! Properly managing client information helps you get paid faster, build stronger relationships, and understand which customers are most valuable to your business.
Why This Matters
Poor client management can lead to delayed payments, lost business opportunities, and bad customer service. Good client management ensures you know:
Who owes you money
When they typically pay
Which clients generate the most revenue for your business
Prerequisites
Sales module access permissions
Company setup completed
Step-by-Step Instructions
1. Navigate to Clients
📸 Image Placeholder: Sales menu expanded with Clients option highlighted
Click "Sales" in the left navigation
Select "Clients" from the dropdown menu
2. View Client List
📸 Image Placeholder: Client table showing name, email, balance, and status columns
See all your clients in one place
Check who owes you money (Balance column)
Identify overdue payments at a glance
3. Create New Client
📸 Image Placeholder: Client creation form with contact details, billing address, and credit limit fields
Click the "New Client" button
Fill in basic contact information
Add billing and shipping addresses
Set payment terms and credit limits
4. Add Contact Information
📸 Image Placeholder: Contact management section within client form
Add multiple contacts per client
Include phone numbers and emails
Specify primary contact for invoices
5. Set Credit Terms
📸 Image Placeholder: Credit limit and payment terms configuration
Credit limit: Maximum amount this client can owe
Payment terms: When payment is due (Net 15, Net 30, etc.)
Late fees: Automatic penalties for late payments
Tips and Best Practices
Keep Information Current: Update client details immediately when they change
Use Credit Limits Wisely: Protect your business from bad debt
Monitor Balances Regularly: Follow up on overdue payments quickly
Document Everything: Keep notes about client preferences and special arrangements
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