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A Client is a person or organization using the services of an agency. Every client that the agency will be doing work for needs to be created in Chase. Certain details loaded on the client record will be available on the subsequent jobs and/or documents.

Below are steps to show you how to add a new Client.

Step-by-step guide

  1. To add a new Client, click the Add New button on the Ribbon.

    The Add New dialog appears.  

  2. Under the Main Types section, select the Client button.

  3. Click the Create button to open the Client Details screen.

    You can also double-click the Client button to open the Client Details form.

    The Client Details screen appears. 

    Notice the automatically assigned Client number on the top left of the page. This number can be edited from the More button on the Toolbar.

  4. Enter the trading name of the Client in the Company field. 

    In this example, Trish Beauty Spa was entered.

  5. Enter the client contact details.

    1. Enter the Client's primary telephone number in the Telephone field.
    2. In the Fax field, enter the Client’s fax number. 
    3. Enter the Client’s main contact email address in the Email field. 

  6. Enter the full legal name of the company to be printed on financial documents in the Bill As field, e.g. Big Ad Agency (Pty) Ltd.

    In this example, Trish Beauty Spa was entered.

  7. In the Notes field, enter any information you have about the client. 

  8. Enter the Client's financial details.

    1. Specify the Contra Acc# and Holding Company if the client has any. 

    2. In the Financial Year End field, enter a financial year end date for reference purposes.

    3. In the Account Cut Off Day field, select the day of the month by which billings should be submitted for payment. This is not an enforced item; it only serves as a reminder. 

  9. Enter the Client's address details in the fields provided.

    This address may also be used on Supplier Invoices as the delivery address.

  10. Enter the contact people in the fields provided.
    1. From the Client AE field, select an employee (User) that will be the main contact in your agency. This allows for reporting on the Client AE level.
    2. From the Inv. Controller field, select the employee responsible for the billing.
    3. From the Default Contact field, select the main Client Contact with whom your agency will communicate. For more details on how to add a Client contact, please see how to add Client Contact.

  11. Click the Save button to make the changes permanent.