Client Groups

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Revision as of 04:09, 29 March 2019 by Pinvoicer (talk | contribs)
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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.


PinvoiceR - Set Client Group.png


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)


Add Client Group.png



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