Difference between revisions of "Client default settings"

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(Default PDF template)
(Client settings)
 
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==Client settings==
 
 
Go to the client profile you need, scroll down to the "Settings" section, and click "Update":
 
 
[[File:Client default settings1.1.png|border|1000px]]
 
 
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:
 
 
[[File:Client default settings2.png|border|1000px]]
 
 
::<span style="color:orange"> '''Note''':</span> The payment methods you need can be created in the '''<u>[[Payment methods]]</u>''' settings.
 
 
::<span style="color:orange"> '''Note''':</span> Leave blank empty to use default value from the '''[[Client portal|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.
 
 
[[file:Change PDF locale in invoices.png|border|700px]]
 
 
::<span style="color:orange">'''Note:'''</span> 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 entities|Legal entity]]''' of your account.
 
 
But here you may define the different one only for this particular client:
 
 
[[File:Legal entity update 1.png|border|700px]]
 
 
=='''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:
 
 
[[File:Client default settings3.png|border|1000px]]
 
 
::<span style="color:orange">'''Note:'''</span> If you leave this field blank, the value from your [[Common_notes#Client_invoice_common_notes|account default settings]] will be applied.
 
 
----
 
 
<span style="color:red">Features described below will be available with the forthcoming system release.</span>
 
 
 
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=='''Client settings'''==
 
=='''Client settings'''==
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[[File:Client default settings.1.png|border|1070px]]
 
[[File:Client default settings.1.png|border|1070px]]
  
It will display the '''"Change settings"''' page where you can change your client's default legal entity, currency, payment method and terms, manager, and invoices PDF template:
+
It will display the '''"Change settings"''' page where you can change your client's default legal entity, currency, payment method and terms, manager, and invoice PDF template:
  
 
[[File:Change settings page.png|border|1070px]]
 
[[File:Change settings page.png|border|1070px]]
  
::<span style="color:orange"> '''Note''':</span> The payment methods you need can be created in the '''<u>[[Payment methods]]</u>''' settings.
+
<span style="color:orange"> '''Note''':</span> The payment methods you need can be created in the '''<u>[[Payment methods]]</u>''' settings.
  
::<span style="color:orange"> '''Note''':</span> Leave blank empty to use default value from the '''[[Client portal|<u>Client Portal</u>]]''' settings.
+
<span style="color:orange"> '''Note''':</span> Leave blank empty to use default value from the '''[[Client portal|<u>Client portal</u>]]''' settings.
  
 
=='''Default legal entity'''==
 
=='''Default legal entity'''==
  
By default, for all newly created clients, the system uses the default '''[[Legal entities|Legal entity]]''' of your account.
+
By default, for all newly created clients, the system uses the default '''[[Legal entities|<U>Legal entity</U>]]''' of your account.
  
 
But here you may define the different one only for this particular client:
 
But here you may define the different one only for this particular client:
Line 67: Line 22:
 
[[File:Change default legal entity.png|border|1070px]]
 
[[File:Change default legal entity.png|border|1070px]]
  
=='''Default PDF template'''==
+
=='''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 common note:
+
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:
  
 
[[File:Change invoice PDF template.png|border|1070px]]
 
[[File:Change invoice PDF template.png|border|1070px]]
  
::<span style="color:orange">'''Note:'''</span> If you leave this field blank, the value from your [[Common_notes#Client_invoice_common_notes|account default settings]] 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 10:50, 16 August 2022

Client settings

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

Client default settings.1.png

It will display the "Change settings" page where you can change your client's default legal entity, currency, payment method and terms, manager, and invoice PDF template:

Change settings page.png

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:

Change default legal entity.png

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:

Change invoice PDF template.png

Note: If you leave this field blank, the value from your account settings will be applied.