Client Settings > General Settings

FIELD

DESCRIPTION 

Account Manager*

Select from employee list

This will be the default on new jobs for this client

Client type*

Client / Prospect / Internal

Default currency*

If multiple currencies have been setup on your system you will be able to select from the dropdown, otherwise this will default to the standard currency in your system, i.e. AUD

Reference key

Field can be used for importing data, i.e. can include a record ID to import against

External code

Field can be used for integrations, i.e. storing a unique code

Default payment term*

Select from list.

Note: If you have agreed terms with the client that do not appear in the dropdown, you will need to create these in Settings.

Credit max. check

Set credit check parameters (optional)

This is linked to the Credit max. amount field

This feature allows you to limit new records based upon the credit balance and the status of all unpaid, overdue, invoice and/or WIP amounts. 

Credit max. amount

Free text field to add $ value that will prevent new records once a credit limit is reached via open invoices relating to this client.

Enter $value, hover over cell and click on calculator icon to check current status.

If the current status exceeds the Credit Max. amount, you will be presented with a pop-up message.

Checkboxes

• Client reference account no

• Account reference has to be filled in when invoicing

• Order no. has to be filled in when invoicing

Client PO no. title

Add prefix and by default it will auto populate in ‘Client PO title’ field on new invoices: Invoice > Header tab

Won date

Defaults to the date the client was created in WorkBook, it can be edited.

Default support job

If ticketing is setup in your system, then you can select a default job here for tickets to go to.

Public registration number

Store business registration number