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Clients Assistant Software
User guide
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1. Create a User Account
1.1. First subtopic
Login Screen
Create New Account Screen
Browse Clients /Companies
Add New Client
List of added clients/companies
Selecting Client / Company/ Business To Use
2. Contacts
Customers
Add New Customer
Browse Customer
Suppliers
Add New Supplier
Browse Supplier
3. Products & Services
Services
Add Service
Browse Service
Products
Add product
Browse Product
4. Banking
Add Bank Account
Browse Banks
Add CashBook Income Transaction
Add CashBook Expense Transaction
5. Sales
Invoices
Add Sales Invoice
Browse Sales
View / Print/ Export Sales Invoice Report
Add Sales Invoice Receipt
Add Another Sales Invoice Receipt
Browse Receipts for Sales Invoices
View Receipts For Sales Invoices
6. Purchases
Add Purchase Invoice
Browse Purchases
Add Payment for Purchase Invoice
Browse Payments for Purchase Invoice
View Payments for Purchase Invoice
7. Make Tax Digital VAT
Add VAT Details
Browse Authority
Grant Authority Step 1
Grant Authority Step 2
Browse VAT Obligations
VAT Return from Accounting Data
VAT Return via Excel Step 1
VAT Return via Excel Step 2
View VAT Liabilities
View VAT Payments
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6. Purchases
Add Purchase Invoice
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Add Purchase Invoice
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(c) Clients Assistant Limited, 2019
