Clients Accounts Receivable>Clients

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Overview

A client is a person or business that receives professional services from a company. Generally, when the client receives goods and/or professional services it will also receive an invoice.  

 

 

Key Concepts

•Like Vendors, Clients (and Prospects) are considered firms in InFocus. When a client is added, it can later be flagged to act as a vendor. The opposite is also true. Prospects are firms that are prospective clients. Once they become clients, they are no longer prospects. Clients are required for billable projects.

 

Toolbar

The InFocus Toolbar is dynamically built in accordance with the active applet on the screen. More on Toolbar Options

 

Additional Toolbar Options

Aside from the standard toolbar options this applet has the following options:

•Print All Clients - Runs the Client List Report. More on the Client List Report