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Account Actions are actions that can be performed from a Client Profile that affect the specified client.

Locating Actions

To access account actions, a Client must be identified and their Client Profile page accessed. Please see Finding Clients for more information on accessing a client profile page.

Available Actions

Create Invoice

Make Payment

Record Payment

Payment Accounts

Add Service

Add Contact

Add Note

Set Packages

Open Ticket

Email Client

Login as Client

View Maillog

Merge Client

Delete Client