Difference between revisions of "Client Groups"
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* [[Clients]] | * [[Clients]] | ||
| + | * [[Client Location]] | ||
* [[Pay Codes]] | * [[Pay Codes]] | ||
* [[Pay Code Item Editor]] | * [[Pay Code Item Editor]] | ||
* [[PinvoiceR Client Structures]] | * [[PinvoiceR Client Structures]] | ||
Revision as of 04:10, 29 March 2019
About
PinvoiceR optionally supports the concept of a 3 tiered structure for customers:
- Client Group - eg: “Woolworths”
- Client - eg: “Woolworths QLD”
- Billing Location - eg: “Woolworths Maroochydore QLD”
The new Client Group is completely optional and apart from invoice splitting has no functionality. We will be adding reporting levels to all 3 tiers within the platform in due course.
How to use
From a Client record, click on the Edit Client button. Here either select the relevant client Group or click the edit link to create a new Client Group.
To add/Edit a Client Group, use the form to;
- Name the Group
- Assign an external client id (optional)
- Assign a default Billing Location (optional)
- Assign a default Invoice Split (optional)
