Client numbers identify
clients in
Vision. Using
client numbers is optional. Using
client numbers is common for firms that do repeat work for a
client or for firms that have several jobs for a given
client.
Before you begin to use
Vision, you should decide whether or not you want to establish a pool of information about your
clients.
Client data includes the
client's name and address, your contact at the
client office, and an unlimited number of internal notes about the
client. If you choose to store
client data, you must establish a
client numbering system.
Reasons to Use
Client Numbers
If you choose to enter
client information, you can associate
clients with particular
projects and tasks in the
Project Info Center. Then you can do the following:
- Sort reports by
client, meaning that you see the
client name and, below that, all the
projects and tasks associated with the
client.
- Generate reports for selected
clients, subtotal reports by
client, and display the
client name on
project reports.
- Generate one invoice that includes all of the projects for a particular client.
If you use Vision Billing, client numbers make it easier to enter project billing terms. Instead of entering client name and address information for each project, you can enter the client number. Vision looks up the client’s name and address, adds this information to the project’s billing terms, and prints the name and address on the project’s invoices.
Consider using this feature if you frequently:
- Do repeat work for your
clients.
- Do several jobs at one time for your
clients.
Numbering Format
A
client number can be up to 20 characters, including one user-defined delimiter, such as a period. Most companies use the
client's name as the
client number, abbreviated if necessary. For example, CITYOFBOS.