farmerswife

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Client Details

  • Number: The Client's number. This is a unique number. Click on the wheel icon and farmerswife will automatically give you the next available number in the system. 
  • 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: Set here the Credit Limit for the Client. For further information, look here
  • Vat Code: Enter the Client's VAT Code. 
  • 
Payment Terms: Specify the payment terms for all Invoices created for this Client. For further information, look in the Invoice Manager manual.
  • 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 no change automatically. For further information, refer to the Invoice Manager manual.
  • Print Template: Define the type of Template used by default for the Invoices associated with the Client. For further information, refer to the Invoice Manager manual.
  • Invoice Email: Define here a specific email address for that client, that is not the Contact email address, but for example the accounts department email address.
  • 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.


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