Setting Up Client Settings

How to set up Client Settings

1. Click “Clients” from the main menu.
2. Click “Client Settings.”
3. Click the “Clients Settings” card, then configure the following basic settings:

Client Type

Defines the type of customer handled in the system. You can choose between:

• Individual Only:
  For individual customers; includes personal details such as name, address, and phone number.
• Business Only:
  For companies and organizations; includes details such as business name, commercial registration, and tax information.
• Both Individual & Business:
  Allows adding either individuals or companies as needed. Fields are displayed automatically based on the selected type.

Next Auto-Generated Client Number

Displays the number the system will automatically assign when adding a new customer, with full control over its format through the serial numbering settings.
  For more details, refer to Adjusting the Serial Numbering for Account Operations.

Financial Data

Controls the customer’s balance and financial account settings.

• Opening Balance:
  Allows entering an initial balance for the customer when adding them to the system for the first time.
  For more details, see the Client’s Opening Balance Guide.
• Credit Limit:
  Sets the maximum amount the customer can purchase before payment is required. No new invoices can be issued if the limit is exceeded unless partial or full payment is made.
  For more details, see the Client’s Credit Limit Guide.
• Credit Period Limit:
  Specifies the number of days allowed for the customer to pay invoices before they are considered overdue.
  For more details, see the Client’s Credit Period Limit Guide.

Identity Details

Used to accurately identify the customer, whether an individual or a business.

• Photo:
  Upload a personal photo for the customer or a company logo. A default image is used if none is added.
• National ID:
• Record the national ID for individuals or the commercial registration number for businesses.
• Birth Date:
  Used to record the customer’s date of birth (for individuals).
• Gender:
  Specify the customer’s gender (Male/Female) if needed.
• Barcode:
  Generate a unique barcode for the customer to enable quick search or use in printouts and internal transactions.

Contacts & Addresses Details

Helps organize communication channels and access to the customer.

• URL:
  Add links to the client’s social media accounts or website.
• Multiple Addresses:
  Add more than one address for the client (e.g., Home, Work, Head Office).
• Map Location:
  Specify the client’s geographic location to facilitate access or delivery services.

You can click “Do you want to structure extra client data?” to go to the custom fields settings page and control the visibility of different fields on the “Add Client” page.

Messaging & Sharing

Provides full control over how you communicate with customers.

• Send Client Details via Messaging Apps:
  Share customer details via email or various messaging applications.
• Send Appointments Details via Messaging Apps:
  Send appointment notifications directly to the customer.