Editing a Client Type

To edit a client type:

  1. In the Business menu, select Settings > Client Settings.
  2. Drill down on the name of the client type you wish to edit.
  3. On the Edit Client Type dialog, provide the following information.

    A descriptive name for the client type, such as Premium, Standard, Regular.

    Markup %

    The default markup % applied to cost items added to jobs for clients of this type. The default markup % is set in your Organisation Settings > 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.

  4. Save your changes.

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