Create a Client > Client Settings

Once you have created a client record in the system, it is important that you continue to the client card to complete the set-up with additional client settings, including new job, price quote and invoice settings, as well as employee access to the client. The fields listed in the article below are recommended as part of the initial client set-up. Other fields are available, however will be dependent on your agency processes.

ON THIS PAGE YOU WILL FIND:

ACCESS THE CLIENT CARD

There are two options for adding information to a client:

via the client card pop-up presented upon completion of creating the client

2. via the resources module > resource default grid

Select the client > open the client card

GENERAL SETTINGS

There are a few key pieces of information to add in general settings.

Go to the client card and click on the client settings tab > then select the general settings menu item at the top of the list

Be sure to complete the following fields (other available fields are optional):

FIELD	DESCRIPTION
Account Manager	Select the person that owns the client relationship, as defined in your agency. This may be used for reporting and in approval flows.
Default Payment Terms	Select the client's default payment terms
Order No.	Tick if the order number (Client PO) must be filled in when invoicing (in order to finalise/send an invoice)

EMPLOYEE ACCESS

The employee access tab is used to block/allow access to the client at a user level.

Go to the client card and click on the client settings tab > then select the employee access menu item at the top of the list
Shift + select all users that should have access to this client and their jobs
Select further options
Click grant access and display to selected users

NEW EMPLOYEE ACCESS TO CLIENTS

New employee access to clients ensures that new employees will automatically have access to this client.

Go to the client card and click on the client settings tab > then select the new employee access to clients menu item at the top of the list
Check the grant access to client data box for your agency/company
Select any other relevant agency if this is a shared client (for multi company databases)

NEW JOB SETTINGS

Default key settings when creating new jobs for this client.

Go to the client card and click on the client settings tab > then select the new job settings menu item at the top of the list

Client Defaults:

For single company/agency clients, use the first tab to select any relevant client default settings to be applied to jobs created for this client. For example, a default price list or language

Company Defaults:

For global clients (for multi company databases) use the second tab, company defaults, to apply new job defaults to this client for each company/agency

CREATE JOB PERMISSIONS

Used to define which access roles in each company can create new jobs for this client.

Go to the client card and click on the client settings tab > then select the create job permissions menu item at the top of the list.
If you have multi company WorkBook database, for all companies within the database that this client is not applicable to, select blocked in the job set-up permissions column

PRICE QUOTE SETTINGS

Default key settings when creating new price quotes for this client.

Go to the client card and click on the client settings tab > then select the price quote settings menu item at the top of the list

From here you can determine:

If you would like to show sales tax (VAT/GST) on price quotes
Add/edit the comment (default footer) that will show on price quotes for this client

INVOICE SETTINGS

Default key settings when creating new invoices for this client.

Go to the client card and click on the client settings tab > then select the invoice settings menu item at the top of the list

From here you can:

Define the financial rules relating to invoicing this client

DEBTOR

Create, link or unlink debtors for this client.

Go to the client card and click on the client settings tab > then select the debtor menu item at the top of the list
Click on the icons to create, link or unlink debtor(s)
Check the box to set the primary debtor for this client

To see all of the fields available on a client record, please see the individual client settings articles below: