Modifying Client Details


User Type Right - Clients [VCLNT] and Ammend Client [ACLNT]

  1. To edit client details you will need to go to the Admin menu and select the 'Clients' link.
  2. Find your client and click on the name.
  3. This screen holds the information stored for the client, if you select 'Modify Client' you can alter any of the details, including invoice address, contract name, VAT rate etc.

You can make a client inactive by selecting the dropdown for the active field and selecting inactive

If you have Sage you can use the account number field to hold the Sage number for the client. 


Was this article helpful?
0 out of 0 found this helpful