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Clients & Profits
X Online User Guide |
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The Client Account
Information window contains details about an account used for sales,
account service, and billing.
The window contains different kinds of information
about a client, such as budgets, notes and billing information. The basic
name, address, and note is edited in the Clients window.
To edit a client
1 Choose My > My Clients.
2 From the Clients window, find the client account you wish
to change.
3 Click the edit button
(or choose Edit > Edit Client > Client).
The Client Account Information window opens.
If a client has a balance (or any other activity), its account number can’t
be changed. However, the name, address, and contacts can be changed anytime,
which only affects new invoices. (The client number can be changed using the
Re-number utility, which changes all of the client’s jobs, costs, invoices,
and payments.)
4 Make your changes then click OK.
Learn more:
Clients
Client Diary
Client Statistics
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 © 2012 Clients & Profits Worldwide w
e l o v e a d v e r t i s i n g |
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