Clients and Contacts
Adding and managing client and contact information
By Oliver and 1 other2 authors8 articles
Adding client and contact informationHow to add client and contact information manually
Client StatementsHow to generate and send client statements in Rounded
Setting up the email template for client statementsCustomise your client statement email templates
Retrieve archived clientsHow to restore an archived client
How to archive or delete client recordsKeep Your Client List Clean and Organised