Payments
Frequently Asked Questions
Section titled “Frequently Asked Questions”Instructions
Section titled “Instructions” Resetting cashbox (balance) How to perform cash collection in HelloClient
Income and expenses Financial accounting in HelloClient
Deleting an income or expense How to delete an income or expense record
Payment methods Track the payment methods you use
Income and expense categories Specify income and expense categories to keep your finances organized
Service expense How to use the “Service expense” feature in HelloClient CRM
Order prepayment Recording an advance payment from the client in an order
Payment Summary Report Which payment methods and amounts your company earns from