Difference between revisions of "Client Location"
(Created page with "A Client Location is used to manage the details required to create and send an invoice to a client. PinvoiceR is able to handle multiple client locations for a single client -...") |
|||
| Line 1: | Line 1: | ||
| + | ==About Client Locations== | ||
| + | |||
A Client Location is used to manage the details required to create and send an invoice to a client. PinvoiceR is able to handle multiple client locations for a single client - i.e. giving the flexibility to sent different invoices to different client departments. | A Client Location is used to manage the details required to create and send an invoice to a client. PinvoiceR is able to handle multiple client locations for a single client - i.e. giving the flexibility to sent different invoices to different client departments. | ||
| Line 4: | Line 6: | ||
| − | + | [[File:clicnt_location.jpg]] | |
Revision as of 07:08, 20 December 2017
About Client Locations
A Client Location is used to manage the details required to create and send an invoice to a client. PinvoiceR is able to handle multiple client locations for a single client - i.e. giving the flexibility to sent different invoices to different client departments.
When you first add a client (either by exporting from your front end system or manually) it creates a default location for that client.
Click on the location you wish to edit (under the Locations heading).
image
Edit the details as required - noting the following;
To add multiple email address recipients separate each email address with a semi-colon " ; " Each location must have a linked Division and in linking a division you need to enter both the WIC % rate (ie the premium cost) and the WIC code (ie the code that you assign for that client) If you have pay by direct debit terms with your client - enter their banking details in the Direct Debit section. This will allow you to produce an ABA file to run for processing direct debit payment of your invoices
