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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, and must be added before a Job Bag can be created.


 Screen layout

Client Details form

 Field Help

Buttons and Field Names

Description

Client Details button

This button opens a Client Details form allowing you to enter information regarding that Client.

Contact Details button

This button allows you to add additional contacts that will be used when sending out documents from Chase to that Client.

Company

The trading name of the Client.

Telephone

The Client’s telephone number.

Fax

The Client’s fax number.

Email

The Client’s main contact email address.

Bill As

The full legal name of the company.

Notes

Additional information about the Client.

Type

Select if the client is Active, Inactive, Internal, etc. By default, the Client type will be set to Active.

Contra Acc#

A contra account is a general ledger account which balance is to be the opposite of the normal balance for that account classification.

If your agency uses a sales contra account to analyse Client billings, enter the appropriate sales account in the Contra Acc# field.

Holding Company

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.

Financial Cut Off Day

The day of the month by which billings should be submitted for payment.

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.

User Rating

Specify the Client’s BBE User Rating by entering the percentage in the User Rating field.

Postal Address

The Client's address at which they receive mail or where the company is located.

Postal Code

The Postal Code of the Client's Postal Address.

Physical Address

The Client's Physical Address. This address may also be used on Supplier Invoices as the delivery address.

City

The City where the client is based.

Client AE

Select an Employee (User) who will be the main contact in your agency. This allows for reporting on a Client AE level.

Inv. Controller

The Inv. Controller is the Employee (User) who will be responsible for the billing for this Client.

Default Contact

The main Client Contact with whom the agency will communicate.

Payment Terms

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.

Tax No

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%.

Default Currency

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.

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.

Division

This button allows you to add divisions within the Client's company.

Products

This button allows you to add multiple products or brands that the agency will be doing work to promote, advertise or sell.

Campaigns

This button allows you to add campaigns if the job requires a series of jobs to be created.

Client’s Codes

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.

Sent Emails

The Sent Emails tab will show the log of emails sent to any of the Contacts for the related Client.