Difference between revisions of "Client Groups"
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[[File:PinvoiceR_-_Set_Client_Group.png|800px]] | [[File:PinvoiceR_-_Set_Client_Group.png|800px]] | ||
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| + | To add/Edit a Client Group, use the form to; | ||
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| + | * Name the Group | ||
| + | * Assign an external client id (optional) | ||
| + | * Assign a default Billing Location (optional) | ||
| + | * Assign a default Invoice Split (optional) | ||
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| + | [[File:Add_Client_Group.png|800 px]] | ||
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=Related Pages= | =Related Pages= | ||
Revision as of 03:00, 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)
