Clients and debtors are managed by designated role(s) or person(s) within your agency.
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.
In WorkBook, debtors are defined as the entity receiving and paying the invoice. Debtors are linked to the clients for the purposes of allowing billing to a debtor from a Workbook client record.
STRUCTURE
CLIENTS NAVIGATION
NUMBER | FUNCTIONALITY |
1 | The further options menu is where you can create and deactivate records. |
2 | The filter allows you to filter records by type (i.e. client, supplier), by company or Dept. (only applicable for employees) or other attributes, such as geography. |
3 | Use the modify grid feature to group by type or remove columns not in use. |
4 | Use the sidebar to access, add and edit details relating to the client (or other resource) that you have selected. This will open the client card. |
5 | The client card allows you to access/edit/add different attributes and sub-records. For a full definition of all fields and attributes stored on a client see Appendix 1 |