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Home
EgyProTech
About Us
Our Logo
Mission and Vision
Business Strategy
Services
Web Solutions
Custom Web Applications
E-Commerce Websites Development
Enterprise Solution Development
Web Integration
Website Design
Website Development
Websites Translation
Mobile Solutions
Android App Development
Blackberry App Development
iPad App Development
iPhone App Development
Hosting Solutions
Shared Hosting
Cloud Hosting
VPS Hosting
Dedicated Hosting
Outsourcing
IT Outsourcing
Why Outsource to Egypt
Products
Jag Mailer
About
Features
Pricing
GoBiller
About
Features
Pricing
LiveOrt
About
Features
Pricing
POSline
About
Features
Pricing
Magento Extension
Unicode URL Key
Portfolio
Clients
Tech Blog
News Feed
Wiki
Email Configuring
GoBiller
Jag Mailer
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GoBiller
Backend
Client Management
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Client Management
Billable Item
To add an item, either go to Billing > Billable Items > Add New or from the client summary…
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Contacts
To add a new contact choose "Add New" from the Contacts dropdown menu at the top of the tab.…
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Emails
The Emails tab is accessed via the Clients > View/Search Clients page, select a client, then click the tab…
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Invoices
At the top of the tab are the search and filtering fields. They can be used to find a…
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Log
Displays a paginated list of entries from the Activity Log pertaining to this client, as well as options to…
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Notes
Here staff can enter private notes about the client to be displayed to whoever views this Notes tab. The…
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OverView
Client Management is a large part of what the GoBiller software does and therefore this is quite a large…
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Products / Services
You can locate products/services to manage in a number of ways: Search for the Client in Clients > View/Search…
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Profile
Name, Address, Email Address A number of fields on this page should be self-explanatory, such as Name, Address, Email…
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Quotes
The Quotes tab is accessed via the Clients > View/Search Clients page, select a client, then click the tab…
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Summary
Summary Actions The very first thing in the top-left corner of the page is the client's unique ID number…
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Transactions
The Transactions tab is accessed via the Clients > View/Search Clients page, select a client, then click the tab…
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