Creating Client Profiles

This article will demonstrate how to create Client Profiles.

Information Section

1. Client-Profiles-New
2. Locate Information Section
3. Enter Data, fields with an (*) are required fields

Image Displays Client Information Section

 

Invoice Profiles Section

1. Locate Invoice Profile Section
2. Add Invoice Profile

See Invoice Profiles for more details.

Image Displays Client Invoice Section

 

 

Primary and Secondary Contact Section

1. Enter contact information for Primary and Secondary Contact (if available)

Image Displays Primary and Secondary Contact Sections

 

Calculate Interest and Settlement Payment Sections

1. Locate Calculate Interest section
2. Enter interest rate if applicable
3. Locate Settlement/Payment Section
4. Check if Client allows settlement
5. Select settlement buckets
6. Enter settlement Percentage (or other settlement options)
7. Select Transaction Spreader

See Calculate Interest, Settlement/Payment, and Payment Spreaders for details.

Image Displays Calculate Interest and Settlement/Payment Sections

 

Invoice Preferences and Reporting Preferences Sections

1. Enter data pertaining to your customer
2. Locate the Reporting Preference Section
3. Enter data pertaining to your customer

Image Displays Invoice Preferences and Reporting Preferences Sections

 

Itemization Preferences

See Itemization Date Source for more details. 

Image Displays Itemization Preferences Section

 

Preferences Section

1. Input the data that pertains to your customer
2. Click Save

See Understanding the Preferences Section in Client Profiles, Bundle within Primary Client Only, "Obey Compliance Rules" Boolean Value, and Commission for more details

Image Displays Preferences Section