Before you start
You need a term before you can create a client. If you have not set one up yet, create the term first.
Create the client
1 Company Name · 2 Company Type: Client · 3 Operational Details · 4 Remittance Email Preferences · 5 Contact Details · 6 Create Company
- In the left-hand menu, click Companies, then click Create Company in the top-right corner.
- Under Basic Details, enter the Company Name, then set Company Type to Client. Add the EIN and Industry Type if you have them.
- Complete Operational Details, which appears once Client is selected:
- No Buy – leave as No. To block a client from purchase, set No Buy later from the profile's Credit Info, where a reason is required (see below).
- Terms – the client's default term. You can change this at any time.
- Credit Limit Approved and Credit Limit.
- Currency.
- Remittance Email Preferences – whether to send remittance emails for invoices and for fuel advances.
- Fill in Contact Details. Address, Country, Email and Phone are required.
- Click Create Company to finish, Create and Edit to go straight into the new profile, or Create Company & Create Other to keep adding companies.
Put a client on No Buy
- Open the client and select Credit Info, then click Edit.
- Set No Buy to Yes and choose a No Buy Reason (required).
- Add a No Buy Note if needed (optional, up to 2,000 characters), then click Update.
1 Credit Info · 2 No Buy: Yes · 3 No Buy Reason (required) · 4 No Buy Note (optional) · 5 Update
If the reason list is empty, an admin needs to add reasons under Settings › More › System Config › No Buy Reasons first.
Good to know
- Company type cannot be changed after the profile is created. Check it before you click Create.
- Company types are Client, Debtor, Broker and Vendor.
- Open the client from the Companies list to add funding instructions, roles, fees, interest settings and documents. Settings worth knowing about on the profile:
- Billing (formerly Generate Invoice) – includes Do Not Bill, which stops invoice billing emails for this client. See How to Create a Client/Debtor Relationship.
- Credit Info › Non-Recourse – sets the default Recourse value on this client's new invoices.
- Fees › CR Release Fee – fills in the fee on this client's new reserve releases.
- Volume Rebate – monthly fee rebates based on purchase volume. See Volume Rebates.
- There is no customer-number field. The Funding Code on the profile is generated automatically.