Clients

1. List of clients

On the list of clients you see current existing clients.

List of clients

You can:

• Add/edit the clients

• List transactions for the client

• Delete an client

2. Add new/edit client

Creation of new client

2.1. Name and address

You can define a name and address for your client.

2.2. Creditor

You can define whether your client is creditor. If you add/edit a transaction for expenses only creditors will be available in the list of clients.

2.3. Deptor

You can define whether your client is deptor. If you add/edit a transaction for incomes only deptors will be available in the list of clients.

2.4. Online

You can set an client online or offline. Only if an client is online then users will see it when adding/editing transactions.

3. Delete an client

Deleting an client is only possible if it is not used for transactions.