Client Folder
Migration notice: This page was converted from the legacy TO3000 3D CHM. Classification: KEEP. Legacy wording is evidence only — verify against current TO3000 7.1 / qa before treating as authoritative.
The Client folder is a storage location for all files relevant to a particular client. This folder is created with the help of the Main and Files tabs of the Client window.
The following subfolders are created automatically in the Client folder, depending on the document being saved:
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Prices – contains all printable price-lists for the current client.
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Quotes – contains all printable quotes for current client. Each quote has it’s own sub-folder, named with its code.
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Invoices – contains all printable invoices for current client.
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Credit notes – contains all printable Credit notes for current client.
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Payments – contains all payment printouts of the current client.
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Refunds – contains all printable refunds for current client.
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Jobs - contains all printable documents related to jobs. In Without Projects Mode the Jobs folder contains all of the client’s jobs files. See more information at Client Jobs Folder.
Each client folder can contain custom subfolders which will be created automatically together with the client folder. These subfolders can be specified on the Folders section of the Advanced settings window.
See also: