- Number: The Client's number. Click on the wheel icon and farmerswife will automatically assign the next available number in the system.
- There's a related setting in Toolbox > Settings > Server Setup > "Force Unique Client Number And Enable Warning". This will trigger a check and update a Contact if the "Client Number" does not contain a unique Number value. If it's not unique, a Warning message pops up informing that the "Client Number Is Not Unique" and that a new value was now updated to the first unique Number.
This respects the configuration in fw Server > Setup > Contacts > for the "Company Relations" Settings, where if "Client Number" is enabled to be a "Company Relation" then the "Client Number" will be the "shared" or the same for all Contacts of a Company.
If the "Company Relations" is not turned on for "Client Number", then each Client Contact will get or will use a unique "Client Number" value.
- There's a related setting in Toolbox > Settings > Server Setup > "Force Unique Client Number And Enable Warning". This will trigger a check and update a Contact if the "Client Number" does not contain a unique Number value. If it's not unique, a Warning message pops up informing that the "Client Number Is Not Unique" and that a new value was now updated to the first unique Number.
- Colour: Select a Client color, so that all Projects of this particular Client are displayed in this color. Refer to the Toolbox settings tab to display this color also in the Bookings in the Hourline and Longform.
- Tax: Define a specific tax percentage which will be applied to all Projects associated with the Client, overriding the default tax percentage setup in the Financial tab of the Server Setup.
- Tax Name: Related to the Tax field above. Define the tax name that should be displayed in the Projects associated with the Client, overriding the default tax name setup in the Financial tab of the Server Setup.
- Credit Limit: Define the Credit Limit for the Client. For further information, look here
- Vat Code: Enter the Client's VAT Registration Code.
- Payment Terms: Specify the payment terms for all Invoices created for this Client. For further information, look in the Invoice Editor article.
- Currency: Define the currency that will be displayed in the Print Designer of Projects and on Invoices from this Client. In the Project view the default currency will not change automatically. For further information, refer to the Invoice Editor article.
- On using Multiple Currencies, the default set currency in the clinet will be applied to the project currency.
The following settings are relevant if the PDF Invoice email feature is used.
- Print Template: Define the type of Template used by default for the Invoices associated with the Client.
- Invoice Email: Set a specific email address for that client, that is not the Contact email address, but for example the accounts department email address. The invoice will either be sent to this email address or the Contact email, depending on the configuration you have in the Server Setup, see PDF Invoice email feature
- Invoice Email template: Works together with "Invoice Email" above. Define the template per Client for the Invoice Note emails that farmerswife automatically sends out.
- Force 'Send Invoice Emails To': Override the WIFE server side settings here.
- CN. Email Template: Define the template per Client for the Credit Notes emails that farmerswife automatically sends out.
- Discounts.... you can set Discounts on specific Object Types that will then be applied to the Projects linked to this client.