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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. |
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| Info |
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A pop-up of the client card will open with additional fields you can complete against the client record. There are several attributes you will want to complete in the client card before the client is completely set-up. Go to Client Settings > General Client Settings for more information. |
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