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
When creating invoices you're able to set the Due Date for the batch, but if you have clients with payment terms you can set those on the Client record. Any payment terms set on the client will override the Due Date you set when creating an invoice batch.
You can specify on the client whether you want the payments terms to be:
- The Invoice Due Date (the Due Date you set manually when you create the invoice batch)
- X Days after invoice date
- X Day of the current month
- X Day of the next month
For example, for a client with payment terms of 20th of the following month you would set the payment terms as shown here: