Difference between revisions of "Client Location"

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[[File:Client location.jpg]]
 
[[File:Client location.jpg]]
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image
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[[File:edit-client_location.jpg]]
  
  
 
Edit the details as required - noting the following;
 
Edit the details as required - noting the following;
  
To add multiple email address recipients separate each email address with a semi-colon " ; "
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* 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)
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* 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
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* 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

Revision as of 07:10, 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.


Client location.jpg


Click on the location you wish to edit (under the Locations heading).


Edit-client location.jpg


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