Clients

Note: Don’t see this yet? In web view, the ability to view and manage client records is currently in Limited Availability (LA) for some of our customers.

A client is an individual or organization who incurs charges for products and services you provide, including fees, charges, and taxes. As you add clients, capture details such as addresses, contacts, and actions. Since these display as defaults on other record types, you'll save time by adding them now.

From Receivables, Clients, review and sort the list of clients and determine how you want the info to display. Select Columns, choose details to include, and select Apply changes. If necessary, drag and drop the headers to reorder each column.

To quickly locate the client you want, search the list. Select Filter to minimize the list or Export to copy the list to an Excel .XLSX file.

  1. From Receivables, Clients, select New, Individual client or Organization client.

  2. Enter client details, such as name, address, and contact info.

    Tip: Use Service provider to select the person at your organization who assisted the client.

  3. Use data entry and billing defaults to save time with receivable tasks. If needed, you can update these values later.

    Tip: Under Interfund entry set, select a set to balance accounts if the debit and credit accounts aren’t in the same fund. For more details, see Interfund Sets.

  4. Add bank details, custom fields, and attachments as necessary.

  5. Select Save.

To view a record from Receivables, Clients, select the client's name. The Overview, Details, and Activity tabs display for you to view and edit additional info.

  • Overview — View and edit the client's status and info.

  • Details — Add and edit additional client details such as defaults, notes, actions, and custom fields.

  • Activity — Search, sort, and view transaction activity for the client. Select Columns to further define the details that display.