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Date established
|
The date you started doing business with the client
|
| Company |
Multi-company only. To link this client to a specific company in your organization, select the company. Ajera automatically selects the company in tasks involving the client to save you time. Otherwise, leave this field blank.
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Last invoice number
|
If you selected to automatically number your invoices by client when
setting up billing preferences,
the Last Invoice Number field appears.
Enter the number you want to use as the starting
point for numbering invoices. For example, enter 999 to start printing
invoices with a number of 1000. If blank, the first
invoice has a number of 1.
| Note: |
If you enter characters in your invoice number, Ajera only increments
the numbers following the last character. When it reaches a limit, it
resets the numbers to zero.
For example, 2004-00 is incremented up to
2004-99, and then restarted at 2004-00. If you expect to need more than
99 invoices, you would increase the number of digits in last section of
the number.
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Send statement
|
When selected, it automatically includes this client when printing statements.
|
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Create finance charges
|
Only appears if you set up finance charges on the Company > Preferences
> Billing tab
If you do not want to create finance changes on any of the client's
outstanding balances, clear this check box. Otherwise, you are able to
create finance charges for this client by using the Manage > Finance
Charges menu.
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Annual percentage rate
|
Only appears if you set up finance charges on the Company > Preferences
> Billing tab
If you selected the Create finance
charges check box, enter the percentage rate you want to charge
this client if different from the general rate you set up on the Company
> Preferences > Billing tab.
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Prepayment beginning balance
|
The beginning balance of any prepayments made by the client. This field
does not appear if you are finished working with beginning balances.
Multi-company only. If you use multi-company, you can enter a prepayment in this field. Before you can apply the prepayment, you must first associate it with a project. To do this, see Associate a prepayment with a project in Entering beginning balance for client prepayments.
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Account ID
|
Account number associated with this client
|
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Phone numbers
|
As many as three phone numbers for the client in the fields on the left.
The field to the right of a phone number contains a description of the
number.
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Fax
|
A fax number for the client and any description to the right of it
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Email
|
An email address for the client
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Website
|
The client's website address
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