In this article, we will explain you more about from where to open client folders and what does client folders contain.
What does Client Folders show?
Client Folders show all the created Invoices, Estimates, Purchase orders and Credit Notes of the specific client.
iOS and Android
- From side menu tap on Clients.
- Tap/Click on a client (Customer | Supplier)
- Tap/Click on Client Folders
- Now you will see all the Invoices/Estimates/Purchase Orders of that specific client.
- You can use sort option which is available at the top to view specific document folder such as Invoice, Estimate or Purchase Order.
- For example, if you want to view only invoices of client then select Invoice in sorting popup.
Web
- Click on Clients.
- Click on All Clients.
- Click on the button with of a specific client.
- Click on Client Folders.
- Now you will see all created Invoices, Estimates, Purchase Orders, Credit Notes of that specific client.