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, and must be added before a Job Bag can be created.
Client Details form
Buttons and Field Names
Client Details tab
This button opens a Client Details form allowing you to enter information regarding that Client.
Contact Details tab
This button allows you to add additional contacts that will be used when sending out documents from Chase to that Client.
The trading name of the Client.
The Client’s telephone number.
The Client’s fax number.
|Classification||Select the type of business the client belongs to ie. Agency, Production,|
The Client’s main contact email address.
The full legal name of the company.
Additional information about the Client.
Select if the client is Active, Inactive, Internal, Inactive - Posting Allowed, etc. By default, the Client type will be set to Active.
Inactive - Posting Allowed - this will allow you to set the Client/Supplier inactive, but allowing final invoices to be posted.
If your agency uses a sales contra account to analyse Client billings, enter the appropriate sales account in the Contra Acc# field.
A company created to buy and own the shares of other companies, which it then controls.
If the Client is part of a group, select the group name from the Holding Company drop down list.
Financial Year End
The Client’s financial year end date for reference purpose.
Account Cut Off Day
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
Credit Approved checkbox
If there is a credit payment agreement in place, check the Credit Approved checkbox.
Order Number Required checkbox
If this Client requires an approval number on all financial documents, check the Order Number Required checkbox.
Is Nett Billed checkbox
Is Net Billed defines the integration transaction type stated against the Client billing agreements. Export definitions must be modified before it can take effect.
Specify the Client’s BBE User Rating by entering the percentage in the User Rating field.
|Bill Without Cost Estimate||Select a user who will be allowed to bill the Client without a Cost Estimate on the Job.|
|Bill Without Supplier Invoice||Select a user who will be allowed to bill the Supplier without a Supplier Invoice.|
|Report Banner||Select the Agency's Report Banner that will be used on printed financial documents for the specified client.|
The Client's address at which they receive mail or where the company is located.
The Postal Code of the Client's Postal Address.
The Client's Physical Address. This address may also be used on Supplier Invoices as the delivery address.
The City where the client is based.
Select an Employee (User) who will be the main contact in your agency. This allows for reporting on a Client AE level.
The Inv. Controller is the Employee (User) who will be responsible for the billing for this Client.
The main Client Contact with whom the agency will communicate.
Payment Terms are conditions under which a seller will complete a sale. Typically, these terms specify the period allowed to a buyer to pay off the amount due, and may demand cash in advance, cash on delivery, a deferred payment period of 30 days or more.
This will automatically appear on related financial documents but can be edited during entry.
|Company Reg. No||Enter the Client's company registration number.|
Enter the Client’s tax reference number (South Africa uses VAT) that will show on related CEs and Tax Invoices.
Default % Tax
Enter the default sales tax rate for the agency’s region, e.g. 15%.
Select the Default Currency for this Client should it differ from the home currency. The option list can be defined by navigating to Config > Currency Codes. The home currency can be defined from Config > Company Configuration > Company Details > Company Settings.
|Timesheet Cutoff||Select the cutoff date to restrict users from editing or creating timesheets before the cutoff date.|
Default Order No
If required by the Client, enter the order number in the Default Order No field that will automatically appear on all financial documents for the Client.
This button allows you to add divisions within the Client's company.
This button allows you to add multiple products or brands that the agency will be doing work to promote, advertise or sell.
This button allows you to add campaigns if the job requires a series of jobs to be created.
This button allows you to add codes used to define a client reference number. It might be a contract number for a job/campaign or might be the reference to the agency in the client’s system.
The Sent Emails tab will show the log of emails sent to any of the Contacts for the related Client.