Add Client

In the JobBag Menu, go to the Address book > Select New.

Select Business or Individual.

Eg, Business - A business address book record is a company:

Eg, Individual - A Individual address book record is a sole trader, employee or individual contact:

Select a new Address book entry type > Client.

Complete the company names and address or Individual name and address.

Field Name	Description
Country of Origin
Display Name

Code	JobBag will auto generate a code. This can be changed
Related party	Tick this option if a client is a related party (as defined by accounting policy rules) of your organisation. This option is used to identify sales to related parties for reporting in financial statements.
Bank account	This is the client's bank account. It is optional (clients are not required to provide their bank account info). This info is used when a refund has to be made to a client. When it is filled in, the info appears in the accounts ta

Details section - Enter business contact information in the section

Field Name	Description
*Parent company*	Link client to an existing client. this will link a group of clients to their group head office. This will enable you to set charge out rates for all the companies in the group. You will also be able to create reports for a group of companies
*Keywords*	Keywords are used to provide additional levels of classifications. You can search for data using keywords and produce reports for selected keywords
*Notes*	Enter any special info about the client
*Default Account*	This is the default account you use to process receipts from this client

Field Name	Field Description
Division	This will default to the current division but can be changed to another division if it is set up
Arena	Arena allow you to group clients by sector, brand which can be reported on within JobBag
Job prefix	This will be generated by JobBag based on the client name, however this can be changed
Payment	Is the number of day your client has to pay their invoices. It can be from date of invoice or end of month
Email quotes to:	Allows you to decided who your quotes will be emailed to
Email Invoices to:	Allows you to decided who your Client invoices will be emailed to
Allowed kinds	This allows you to limit the types of kinds which can be used for a clients estimates or invoicing
Account Executive	Choose an account executive for the client from a list of employees
Account Director	Choose an account director for the client from a list of employees
Service fee	A service fee can be applied to your clients and added to estimates and client invoices
Credit limit	You can set a credit limit for your clients
Terms	Set your trading terms for each client
Allowed job types	Allows you to limit the job types you can use for the client

When the entry is completed, click on either Create and add a contact or select Create.

Create and add a contact will save the Client record and an add contact window will open. You can add Client Contacts at this point.

Create just saves the Client record. You can add Client Contacts later.