1. Navigate to the "Client Management" section of your dashboard.

2. Click on the "Add New" button.

3. Fill in the required client information, including name, contact details, address, and any other relevant fields.

4. Click "Save" to create the new client record.

Yes, CaperStack allows you to import client data from other systems. To do this:

1. Go to the "Client Management" section.

2. Look for an "Import Data" option in the top right corner.

3. Follow the specific instructions for preparing your data and uploading it to CaperStack.

4. Map the fields from your existing system to the corresponding fields in CaperStack.

5. Initiate the import process and review the imported data for accuracy.

1. Locate the desired client in the "Client Management" section.

2. Click on the three dots across the client's name and click on edit or delete in the actions tab.

3. Make the necessary changes to the client's information. Or Confirm the deletion to permanently remove the client from your CaperStack account.

4. Click "Update" to update the record.

Caution: Deleting a client is permanent. Ensure you have no critical data associated with the client before proceeding.

1. Locate the desired client in the "Client Management" section.

2. Click on the three dots across the client's name and click on "create invoice" or "create quotation".

3. Fill the form with the necessary details.

4. Click "Save" to create an invoice or quotation for the client.

1. Navigate to the "Invoice Management" section of your dashboard.

2. Click on the "Add New" button.

3. Select the client you're invoicing.

4. Add the items or services provided, including quantity, and price.

5. Apply any discounts or taxes as needed.

6. Review the invoice details and make any necessary adjustments..

7. Click "Save and Send" to generate and email the invoice to the client.

Yes, CaperStack offers invoice template customization in the Pro plan. To customize your invoice template:

1. Go to the "Invoice Settings" section.

2. Look for an option to edit or create invoice templates.

3. Customize the template by adjusting the layout, color scheme, and included information.

4. Save the template to use for future invoices.

1. Create a new invoice for the client as usual.

2. Look for a "Recurring Invoice" option within the form.

3. Specify the billing interval (e.g., weekly, monthly, quarterly, annually).

4. Determine the start date and end date (if applicable) for the recurring billing.

5. Save the recurring invoice setup.

1. Navigate to the "Reports" or "Analytics" section.

2. Look for the billing or invoicing report options.

3. Select the desired report type (e.g., overdue invoices, payment history, sales by client).

4. Customize the report parameters (e.g., date range, client filters) as needed.

5. Generate the report and view or export the data.

1. Navigate to the "Invoice Management" section.

2. Click on "Turn on online payment"

3. Select all the payment gateway systems you desire (e.g., Stripe, PayPal).

To manage your inventory, go to the “Inventory Management” section. Here, you can add products, set stock levels, and track inventory changes. You can also set alerts for low stock to ensure you never run out.

Yes, you can customize expense categories in the “Expense Management” section. Just click on “Categories,” then add, edit, or remove categories according to your business needs.