Client window

The name of the client

The type of client

The date you started doing business with the client

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.

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. 

When selected, it automatically includes this client when printing statements.

Only appears if you set up finance charges on the > Setup > 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.

Only appears if you set up finance charges on the > Setup > 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 > Setup > Company > Preferences > Billing tab.

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.

Account number associated with this client

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.

A fax number for the client and any description to the right of it

An email address for the client

The client's main address. In the first three lines, enter the street address, suite number, and so on.

The city, state, zip code, and country

The mailing address if it is different from the main address

The contact name

The category of the attachment

An attachment category is a group of files with similar characteristics (for example, RFPs). You can set up categories if your security settings give you access to them.

The name of the attachment