Moneypex Support

Moneypex Support

How to create a job for a client

How to create a job for a client

Table of Contents

Go to clients option

  • Place the cursor on Clients option, and a drop-down menu will appear.
  • Click on Clients, a new window will appear.
Click on clients from menu

Select Ref no

  • Click on client’s Ref no, and a new window will appear.
Select ref no

Select Jobs

  • Click on Jobs, on menu bar, and a new window will appear.
  • Click on New Job, to create a new job for a client.
  • Fill data and click Create to save.
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