Client Types

A 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.

Working with client types

Adding a client type

Editing a client type

Deleting a client type

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