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 controlled by a system administrator.
CREATE A CLIENT
To add a new client go to:
Resources module > resource default grid
Click on the further options menu
Select create a new resource > select client
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. |
Account Manager* | The selection will inform the default on jobs for this client and the field can also be used for 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:
Do not click OK yet! |
Click into the second tab (job settings)
Complete the fields highlighted in blue
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 |
Language | The default language used for quotes and invoices for this client. |
Administration Fee | This information can be added now or later. |
Click ok
A pop-up of the client card will open. There are several attributes you will want to complete in the client card before your client is set-up. Go to Client Settings > General Settings for more information.
