For each foreign currency transaction, Clickentry shows the exchange rate for the day it was created. If it's unpaid then it shows today's exchange rate as well. If you want to check the official exchange rate of the day for any date then you can check it in your currency settings. When a...
With any pricing plan in Clickentry, you can create transactions in a foreign currency. While creating a transaction, you can select your desired currency and edit the exchange rate, unit price, and tax rate. How it Works By default, Clickentry shows your base currency in the currency dropdown. If you have set some default currency or...
You can import multiple contacts to Clickentry. You have to first download the CSV template file from Clickentry, then format and save the data. Once you have imported the contacts into Clickentry, you can't delete them but You can't delete imported contacts but you can archive them. Download CSV Template File from Clickentry In the Contact menu, select Contacts...
You can add new contacts in Clickentry. You can also set the account number or default currency for these accounts. You can see the added contact under the All contacts group. You can see the same contact under the Customer or Supplier contacts group as you enter an invoice, bill or credit note transactions for them. Click on the + new...
You can view the list of your customers' and suppliers' contact details and account balances in Clickentry. You can directly create a sales invoice, quote, bill, credit note or purchase order from your contacts' records. View your Contacts List If you want to view the list of all your contacts, in the Contacts menu, select Contacts...
In your Clickentry's organization, there are two default groups that sort your list of contacts. You can customize these as per your needs. Default Groups in Clickentry Clickentry sorts your contact list into Sales and Purchases. Clickentry automatically classifies your contacts, when you enter an invoice, bill, or credit note transaction for them. Spend or receive money transactions don’t...
You can edit the contact details to keep it up to date. In the Contacts menu, select Contacts Summary. Click on the contact’s name you want to edit. Click on the Edit button. Update your information in the contact fields. Click Finish. Contacts can only save one postal and one street address. If you edit the address on a transaction, it will...
Contact Fields Here we provide you the detailed information about contact fields when you're adding or editing a contact in Clickentry. Basic Details Field Description Contact Enter the name for the contact: The name you are entering must be unique to make sure that your reports, invoices, bills, and other items are correct. If you change a contact...
Learn which areas of Clickentry you can access in your organisation with your assigned user role. What you should Know The only user who is having the Manage Users permission, can invite new or update existing users. Once the Clickentry Subscriber set up his organization, he can invite other users to access the organisation. He can invite the business owner,...
In the Contact menu, select Contacts Summary. Select checkboxes next to the contacts you want to export from Clickentry. Click on the Export button. Save the file with relevant name. Your contacts will be downloaded as a CSV file to your computer. Export Contact Groups
