To add a client typeA client type is a named set of payment terms, used to ensure consistency across your client base. For example, you might set up two client types: Premium, with a markup rate of 30% and payment terms of by 20th of next month, and Standard, with a markup rate of 40% and payment terms of within 7 days. When you add a new client, you can then allocate Premium or Standard payment terms, as required.:
- In the Business menu, select Settings > Client Settings > Add Client Type.
- On the New Client Type dialog, provide the following information.
Field Description Name
A descriptive name for the client type, such as Premium, Standard, Regular.
The default markup % applied to cost items added to jobs for clients of this type. The default markup % is set in your
OrganisationSettings > Cost > Markup %. However this client type markup % will override the default when adding a cost to a job or a quote. Payment Terms
The time period in which payment is required.
Day of the month / Days
The day of month or number of days, depending on the value selected in Payment Terms.
- Save your changes.