Mark Company As A Client

1. First, open the Company you would like to edit. Click on Edit button.

2. Click on the tab Details.

3. Mark company as a client. Click on the small square “Client”.

4. Complete all details. Mandatory fields are red underlined (can be different by agency’s settings). 

5. After completing all details press SAVE button.

6. Perfect! Company is marked as a client.

Tips & Tricks 

If you completed the field Sales Maturity, the Teamogy system will automatically enter the day of the payment in the newly created Sales Invoice.

Get in Touch

If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on www.Teamogy.com in the lower right corner) and you will get prompt reply.

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