Difference between revisions of "Client default settings"
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=='''Default CAT log conversion scheme'''== | =='''Default CAT log conversion scheme'''== | ||
| − | You can select a default CAT log conversion scheme for each individual client. | + | You can select a default CAT log conversion scheme for each individual client. Click the '''"Update"''' button in the '''"Settings"''' section of a needed client profile and select the conversion scheme: |
| − | |||
| − | Click the '''"Update"''' button in the '''"Settings"''' section of a needed client profile and select the conversion scheme: | ||
[[File:Conv scheme for client.png|border|1070px]] | [[File:Conv scheme for client.png|border|1070px]] | ||
<span style="color:orange">'''Note:'''</span> If you leave this field blank, the value from your [[Account#Account_settings|<U>'''account settings</U>''']] will be applied. | <span style="color:orange">'''Note:'''</span> If you leave this field blank, the value from your [[Account#Account_settings|<U>'''account settings</U>''']] will be applied. | ||
Latest revision as of 16:52, 27 September 2025
Contents
Client settings
Some of the features described below will be available with the forthcoming system release.
Go to the client profile you need, scroll down to the Settings section, and click "Update":
It will display the "Change settings" page, where you can change your client's default client manager, legal entity, currency, payment method and terms, CAT log conversion scheme, and invoices PDF template:
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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.
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:
Default invoice PDF template
You can select a default invoice PDF template for each individual client. Click the "Update" button in the "Settings" section of a needed client profile and select the PDF template:
Note: If you leave this field blank, the value from your account settings will be applied.
Default CAT log conversion scheme
You can select a default CAT log conversion scheme for each individual client. Click the "Update" button in the "Settings" section of a needed client profile and select the conversion scheme:
Note: If you leave this field blank, the value from your account settings will be applied.
