Content Comparison

FIELD

DESCRIPTION 

Price List

Select the price list applicable for this client. This can be changed later, if required. If a price list is not selected then a default price list, with no pricing capabilities, will automatically populate.

Default Currency

The default currency you quote and bill this client in.

Team

Select All Employees unless, a specific job team has been created for this client.

Language

The default language used for quotes and invoices for this client.

Administration Fee

Used to automatically add a nominal fee to this client’s jobs.

Administration fees can also be handled in other ways in WorkBook e.g. via an adjustment line on a price quote. added now or later.