Editing a Client Type
To edit a client type:
- In the Business menu, select Settings > Client Settings.
- Drill down on the name of the client type you wish to edit.
- On the Edit 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.