Create a Client

How To Create A Client?

Introduction

Clients are to be used whenever you want to associate a matter, invoice, receipt or trust account transaction. Each client record is linked to either an organization or contact record and is automatically assigned a unique client code.

Create A Client

Step 1: Select Contacts Board

Select Contact from the left hand navigation bar to open the Contacts board.

Step 2: New Client

Create a new client by clicking on the New > Client button located in the top right hand corner of the Contacts board. 



Step 2: Select Party Type

Select whether your new Client is an Organization or a Contact using the Party type selection box.

The system defaults to use a Party type of Organization, if your firm largely deals with private individuals this can be updated via Setup > Settings.

Step 3: Select Existing / Add New

At this stage you can choose whether to select an existing Organization or Contact record to convert to a Client or if you would like to create a new record.

For example if you already have an Organization or Contact in the system as a prospect you would use the Select existing option, if this is the first time you are using the system its likely you will want to use the Add new option.

Step 4: Enter Client Details

Enter in the following information to create a new Client record:

If the Client you are creating is an Organization you will see the following fields:

Field

Notes

Name

The legal name of the organization you are dealing with

Billing email

The billing email will be used when sending invoices to this client via email.

Payment days

The number of days that this Client will have by default for each new invoice.

Tax type

Tax types are used to add different types of tax (eg VAT, GST or other Sales Taxes). If this Client is located in a jurisdiction where tax should be added to an invoice then you should select the appropriate Tax type.

Domain name

The website address for the Client. 


Note: If you are using the integration with Clearbit, this will be used to lookup the logo directly from the website to be displayed on the client overview page.

Tags
Tags can be assigned to apply categories to either contacts or organizations. For example 'Expert Witness' or 'High Risk'.
Business phone
The business phone number for the organization.
Email
The email address for the organization.
LinkedIn URL
The linked in URL for the organization.

Tax number 


(also displays as VAT number when using UK English)

The tax (or VAT) number of the client record if required to be included on invoices issued to the client.
Language
The language to use when corresponding with this organization.

Owner

The key internal contact for this Client record. This will also ensure the Client appears in the My clients page for this user.

Permissions
Specify whether access to this organization should be for All users or Specific users.

If the Client you are creating is a Contact (individual) you will see the following fields:

First name

The first name of the contact.

Middle name

The middle name of the contact.

Last name

The last name of the contact.

Organization

Assign an organization to indicate an employment relationship between this contact and that organization.

Job title

The job title of the contact.

Business phone

The business phone number for the contact.

Home phone

The home phone number for the contact.

Mobile phone

The mobile phone number for the contact.

Email
The email address for the contact.
Owner
The key internal contact for this Client record. This will also ensure the Client appears in the My clients page for this user.
Tags
Tags can be assigned to apply categories to either contacts or organizations. For example 'Expert Witness' or 'High Risk'.

Language

The language to use when corresponding with this contact.

Owner

The key internal contact for this Client record. This will also ensure the Client appears in the My clients page for this user.

Billing email

The billing email will be used when sending invoices to this client via email.

Payment days

The number of days that this Client will have by default for each new invoice.

Tax type

Tax types are used to add different types of tax (eg VAT, GST or other Sales Taxes). If this Client is located in a jurisdiction where tax should be added to an invoice then you should select the appropriate Tax type.

Permissions
Specify whether access to this organization should be for All users or Specific users.

Step 4: Submit and Open

Click the Submit and open button located in the bottom right hand corner of the form.
The Client overview page will then be displayed on screen.

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