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.
To add a new Client, click the Add New button on the Ribbon.
The Add New dialog appears.
Under the Main Types section, select the Client button.
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.
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.
In the Notes field, enter any information you have about the client.
Enter the Client's financial details.
Specify the Contra Acc# and Holding Company if the client has any.
In the Financial Year End field, enter a financial year end date for reference purposes.
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.
Enter the Client's address details in the fields provided.
This address may also be used on Supplier Invoices as the delivery address.
Select the Default Currency to be applied to the Client if it is different from the default Agencies currency.
For this example, Euro was selected.
Select the Default Billing Category to be applied to the Client.
For this example, In Scope was selected.
Click the Save button to make the changes permanent.
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