Add a client type
To add a client type 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. :
- On the toolbar click the Settings
icon.
- On the General Settings tab, make sure that the Client Settings section is selected.
- On the Client Settings screen, click the Client Type > + Create New Client Type button.
- On the Add New Client Type dialog, provide information, as required (see Data field reference, below).
- Click Add to save your changes.
Edit a client type
To edit a client type:
- On the toolbar click the Settings
- On the General Settings tab, make sure that the Client Settings section is selected.
- On the Client Settings screen, click the Client Type button.
- Drill down on the name of the client type you wish to edit.
- On the Edit Client Type dialog, view or change information, as required (see Data field reference, below).
- Save your changes.
Data field reference
| 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. |
| Invoice due Date |
The time period in which payment is required. You can specify:
This setting over-rides the Organisation setting for Invoice Payment Terms. |