Calendar - Create Event

Parent Previous Next

Select a date and right-click on a time slot. On the context menu, select the “Add event...” option. The “Untitled – Event” screen is displayed:


To register (create) an appointment; you need to select one of the categories to use the different functions. The categories, are as follows:


Category

Description / Function

Appointment

This allows you to create general appointments and set reminders for these appointments (events).

Repeating invoices

This allows you to set repeating invoices for debtors (customers / clients). You may create repeating invoices for a specific debtor or a debtor group.

Debtor appointment

This allows you to set appointments (events) for debtors (customers / clients). You may also add notes, etc. and set reminders.  

Creditor appointment

This allows you to set appointments (events) for creditors (suppliers). You may also add notes, etc. and set reminders.

Hours

You may use the hours to create invoices for a debtor (customer / client).



Debtor appointments - All events are listed in the Appointment tab for a selected debtor (customer / client) account.

Creditor appointments - All events are listed in the Appointment tab for a selected creditor (supplier) account.

Created with the Personal Edition of HelpNDoc: Easily create PDF Help documents