Difference between revisions of "Client default settings"

Revision as of 10:56, 8 February 2022

Client settings

Go to the client profile you need, scroll down to the "Settings" section, and click "Update":

It will display the Change default settings page where you can set your client's Legal entity, Manager for quotes, Manager for projects, Payment conditions, Default currency, and the PDF locale of invoices:

[new version] It will display the "Change default settings" page where you can set your client's default legal entity, currency, payment method, payment terms, manager, invoice common note, and PDF locale:

Note: The payment methods you need can be created in the Payment methods settings.

Note: Leave blank empty to use default value from the Client Portal settings.

PDF locale of quotes and client invoices

By default, for all newly created clients, the system uses the locale (language, date and time) of invoices specified in the default settings of your account whenever client invoices are generated.

But here you may define the different one only for this particular client.

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Note: The PDF locale setting defined in a specific client's profile overrides the default one specified in the account default settings.

Default legal entity

By default, for all newly created clients, the system uses the default Legal entity of your account.

But here you may define the different one only for this particular client:

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Default invoice common note

You can select a default invoice common note for a particular client. Click the "Update" button in the "Settings" section of a needed client profile and select the common note:

Note: If the default invoice common note for a particular client is not selected then the one defined in your account default settings will be used.

Note: If you leave this field blank, the default client invoice common note will be applied.