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Adding new client locations

Introduction

This example demonstrates how to set-up and link a sub-client to a master client record. This may be required when there a multiple individual rostering locations relating back to a single chargeable customer

 

[NAV] -> Wizards /Add Client

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Section 2

Adding Clients

This example demonstrates how to set-up and link a sub-client to a master client record. This may be required when there a multiple individual rostering locations relating back to a single chargeable customer

  1. Adding a new Client

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Entering a Charge to Account (Client) where the new client is a sub-client to a master client.
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  1. Changing an existing Client to point to a master client record
  2. Configuring Client record

pf_add_client

This example defines how invoices are build. By check the consolidate group invoices implies that all sub-client (rostering locations) will be presented on a single invoice, by un-checking this option will imply that an invoice will be created for each sub-client (rostering location).
The Invoice format may be specified (different to the master invoice format for the company)
pf_add_client

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See Also