Clients are global records, meaning that an individual client could potentially be used by anyone in your WorkBook database. Debtors are billing entities and are unique records within a WorkBook company; they cannot be shared across companies.
Clients are created in the resource module and are usually controlled by a system administrator or specific user role, designated role(s) or person(s) within your agency.
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CREATE A CLIENT
To add a new client go to:
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Complete the necessary new client fields
The mandatory fields are highlighted in blue below, the rest are optional
FIELD | DESCRIPTION |
Client name* | Name of company / client |
Client initials* | This will auto-populate |
Client type* | 1 – Client 2 – Prospects (use for creating new business pipelines) 3 - A client can be changed to a different client type (i.e. Internal) after creation, as long as there are no financial transactions against the |
record. |
Account Manager* |
Select a user from the dropdown list. Your selection will |
be the default |
account manager when new jobs are created for this client and |
can |
be used |
in approval workflows. | |
Address and contact details | This information can be added now or later. |
Create Debtor in | There are two options here:
|
You may want to do this if:
|
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Click into the second tab (job settings)
Complete the fields highlighted in blue
FIELD | DESCRIPTION |
Price List | Select the default price list that is 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 |
Click ok
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| Info |
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A Once you have created the client record in the system, you will be presented with 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 . It is strongly recommended that you complete some additional fields in order to complete the initial client set-up. Go Go to Client Settings > General Client Settings R12 for more information. |
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