Adding, editing and managing a Client

Start by adding a Placement and add a new client by clicking on the green plus button next to the Client field. 

From there you will be prompted to add a Client Name, Address and Invoice Template. Click save.

You can also add clients or manage the details of existing clients under Manage > Clients.

From there you can also add your client's Billing Email Address and Billing Recipient Name. A copy of all invoices generated for this client will be sent to the specified email address, and you can specify multiple email addresses separated by a semi-colon.

To delete a client, make sure they have no existing placements and go to the bottom right-hand corner to press Delete Client.

Setup Payment Terms

You can specify on the client (Manage > Client) whether you want the payments terms to be:

- The Invoice Due Date

- X Days after invoice date

- X Day of the current month

- X Day of the following month