Add or edit a client type

Add a client type

To add a client type A client type is a named set of payment terms, used to ensure consistency across your client base. For example, you might set up two client types: Premium, with a markup rate of 30% and payment terms of by 20th of next month, and Standard, with a markup rate of 40% and payment terms of within 7 days. When you add a new client, you can then allocate Premium or Standard payment terms, as required. :

1. In the Business menu, select Settings > Client Settings > Add Client Type.
2. On the New Client Type dialog, provide information, as required (see Data field reference, below).
3. Save your changes.

Edit a client type

To edit a client type:

1. In the Business menu, select Settings > Client Settings.
2. Drill down on the name of the client type you wish to edit.
3. On the Edit Client Type dialog, view or change information, as required (see Data field reference, below).
4. Save your changes.

Data field reference

Field	Description
Name	A descriptive name for the client type, such as Premium, Standard, Regular.
Markup %	The default markup % applied to cost items added to jobs for clients of this type. The default markup % is set in your Organisation Settings > Cost > Markup %. However this client type markup % will override the default when adding a cost to a job or a quote.
Payment Terms	The time period in which payment is required.
Day of the month / Days	The day of month or number of days, depending on the value selected in Payment Terms.