Setting Up Client Settings

How to set up Client Settings

  1. Click on “Clients” from the main menu.
  2. Click on “Client Settings”.
  3. Click on the “General” tab.
    • Configure the basic settings for adding a client:
      • Client Type: You can choose between three options:
        • Individual Only: The software allows adding individual clients only.
        • Business Only: The software allows adding business clients only.
        • Both: When adding the client, the software allows specifying the required type, either individual or business.
      • Client Auto Number: Modify the unique identifier for the client in the software. For more details, see the guide “Adjusting the Serial Numbering for Account Operations“.
      • Client’s Extra Fields: Control the display or hiding of a variety of fields within the Add Clientpage, including:
        • Photo: To allow the addition of an image within the client profile, which can be a company logo or a personal photo in the case of individual clients.
        • Gender: To specify the client’s gender, whether male or female.
        • Birth Date: To display the client’s birth date field.
        • Map Location: To enable specifying the client’s location on the map.
        • Opening Balance: To allow adding a balance to the client’s account when adding them for the first time. For more details, see the guide Client’s Opening Balance.
        • Credit Limit: To allow setting a credit limit for the client, beyond which no more invoices can be issued until full or partial payment is made. For more details, see the guideClient’s Credit Limit.
        • Credit Period Limit: To enable specifying a duration within which the client needs to settle issued invoices. No other invoices will be issued unless the outstanding ones are settled within that period. For more details, see the guide Client’s Credit Period Limit.
        • National ID: Used as one of the basic data for individual clients.
        • Multiple Addresses: This option allows adding more than one address for the client.
        • Barcode: To assign a unique barcode to the client for prints and other purposes.
  4. Click on the “Save” button.