Client Location

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).

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