Your customers are the core of your freelance business. Customers in Sereni will typically hold all information specific to a company that your organisation will have a relationship with. In real world terms an Account may be a business entity that is a qualified Sales Prospect, Customer, Supplier or Re-seller and can be used to track all interactions that take place between these entities and your organisation. The relationship between the account and contact records is one-to-many, such that there can be many contacts associated with a single account.
In Sereni, a Contact is an individual who is typically associated with a client (organisation) or Opportunity (qualified prospect). For example if Apple is the Client, then John Smith, Sales Manager of Apple is the Contact. This module holds all information relating to these individuals and also provides a vantage point for any history relating to a Contact record, for example if they sent you an Email.
The Customers page is a list page that presents a summary of all your customers in a user-friendly table. Think of Customers page as the “central station” of your client activity. Most of your day-to-day invoicing actions can be taken from the various links and buttons that appear on this page. And you can use the Customers page as your starting point to explore more in-depth client information, view client projects and more. Now, we’ll take a closer look at the setup of the customers page, and the range of actions available to you on the page.
To view your client list page, go to the main sidebar and click the Customers tab.
The customers page presents a list summary of all your current customers in a table format. The main elements of the table include:
Name: The name of the client
Phone: Company phone number and contact person
Email: The client email address
Balance: The client’s payment balance
Location: The client’s addresses
So, you’ve taken on a new client? Congratulations!
Your customers list is at the heart of your invoicing activity, so it’s really important to maintain current information on all your customers. When you start working with a new client, the first thing you’ll need to do is to add the new client by entering their contact information and business details.
When creating and saving a new client to your Client list, make sure to have the relevant, up-to-date information at hand. You are only required to enter the information one time. Sereni automatically tracks all invoicing,projects and payment activity for each client.
To create customers individually.
The New Customer modal is divided into four sections. Enter the information in the relevant fields.
Let’s take a closer look at each section:
Customer Information: Enter details about your client’s business/company/organization, including the company name, email, tax number and logo (optional).
Shipping Address: Enter shipping address if required.
Billing Address: Enter your client billing address.
Others: Set the default language for this customer.
Customer Overview Page
Once you have created an account, you can view the details of the account in the record’s details page. The details page of an account presents information related to the account - for example, contacts, projects, invoices, payments in a single location.
You can view how much the client owes you on the left sidebar of the customer details page.
The Invoices section shows a list of all the client’s invoices and accompanying information.
Reference: The invoice number
Amount: The invoice amount
Balance: The invoice balance
Due Date: The date the payment is due
Status: The status of the invoice (Draft, Not Paid, Sent, Viewed, Paid, Overdue)
You can also create a new invoice for this client via the Create button that appears at the top right of the Invoices section.
The Payments section shows a list of all the client’s payments and accompanying information.
Reference: The reference number of the transaction
Method: The payment method (ie. Paypal, Stripe, Cash, etc)
Invoice: The invoice related to this payment
Amount: The payment amount
Date: The date the payment was made
The projects section shows a list of all the client’s projects and accompanying information.
Name: Project name
Client: The client’s name
Start Date: The start date of the project
Due Date: The date the project is due
Members: Avatars for project team members
Cost: Total cost of the project
Billing Method: Project billing method i.e hourly_rate, fixed ect
Click on the Edit Customer button, at the top left corner of the page. You will now see a modal form, where you can edit any of the fields.
Deleting the Client
You can also delete the specific client directly from their Client Overview page. Click More button and choose Delete. This action will delete the client together with all payments, invoices etc.