tologo Client folder

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Client folder is a storage location for all files relevant to a particular client. This folder is created with the help of Main and Files tabs of the Client window.

The following subfolders are created automatically in Client folder, depending on the document being saved:

Prices – in this folder all printable price-lists for current client are saved.
Quotes – in this folder all printable quotes for current client are saved.
Invoices – in this folder all printable invoices for current client are saved.
Payments – in this folder all payment printouts of the current client are saved.

Each client folder can contain custom subfolders which will be created automatically together with a client folder. These subfolders can be specified on the Folders section of Advanced settings window.