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.

   Field	Description
   Name	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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