Clients & Profits Online User Guide
The Client Billing Info window offers a wealth of details about the client. This billing information affects the client's jobs, costs, and A/R invoices.
Billing-related details include a special billing rate and markup, finance charge, and payment terms. A standard media job number, task, and commission can be assigned to the client. You can quickly review the client’s current account balances, sales tax settings, and retainer balance as well.
A client’s billing information can be changed anytime. Some of this information appears on the client list, but most doesn’t. Any part of the billing information can be printed using custom reports.
To edit a client’s billing information
1 Find the client whose billing information you wish to change.
2 Click on the Billing Info button.
The Billing Information window opens.
3 Make your changes
4 Click Save.
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