General Tab Accounts Receivable>Clients

 Top  Previous  Next

Overview

 

The General Tabs holds key information for each Client.

 

 

Field Descriptions

Below are field descriptions for the Employee Information tab.

 

Bill To

Note - This is the Bill-To Address. The Bill-To Address can print on invoices, statements, and Accounts Receivable reports. It can be overridden on the project at Project Administration>Projects>Billing Tab>Bill-To Address.

•Attention - Bill-To Attention. Can be selected from a list of contacts or typed in manually.
•Office - Drop-down list of Addresses that are located on the Addresses Tab
•Street 1 - Address line 1
•Street 2 - Address line 2
•Street 3 - Address line 3
•Street 4 - Address line 4
•City - City
•State - State
•Zip - Zip Code
•State - State
•Country - Country
•Phone - Telephone number
•Fax - Fax number

 

Client Type / Specialty

•Type - Type of Client. A User Defined Field. The Type list is managed under Administration>List Management>Client Types.
•Specialty - The specialty area of the client. A User Defined Field. The Specialty list is managed under Administration>List Management>Client Specialties.

 

Internal Contacts

•Main Contact - Employee who acts as main contact for this client.

 

•Comments - Note for main contact.

 

•Sales Contact - Employee who acts as sales contact for this client.

 

•Comments - Note for sales contact.

 

•Marketing Contact - Employee who acts as marketing contact for this client.

 

•Comments - Note for marketing contact.

 

•Other Contact - Employee who acts as a miscellaneous contact for this client.

 

•Comments - Note for contact.