add_client
Differences
This shows you the differences between two versions of the page.
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add_client [2014/10/24 20:27] Lisa Adams |
add_client [2014/11/04 13:25] (current) Lisa Adams |
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| | Surname | | | | | Surname | | | | ||
| | Email Address | | All correspondence on the account will be sent to this email address as well as any other contacts added to the profile. | | | Email Address | | All correspondence on the account will be sent to this email address as well as any other contacts added to the profile. | | ||
| - | | Cellphone Number | | This number will be used for any SMSes | | + | | Cellphone Number | | This number will be used for any SMSes. | |
| | Currency Payment Method | | The payment needs to be set correctly should the client be on debit order/EFT, this will also determine whether the client receives the correctly formatted invoice i.e EFT invoice includes your banking details / Debit Order invoices include Mandate links. | | | Currency Payment Method | | The payment needs to be set correctly should the client be on debit order/EFT, this will also determine whether the client receives the correctly formatted invoice i.e EFT invoice includes your banking details / Debit Order invoices include Mandate links. | | ||
| - | | Company Name | | This will be the name that all invoices are addressed to, if this field is occupied it will over-ride the addressing invoices to "First Name/Surname" | | + | | Company Name | | This will be the name that all invoices are addressed to, if this field is occupied it will over-ride the addressing invoices to "First Name/Surname". | |
| - | | Discount | | Here you can apply a global discount to the entire profile, all charges will be discounted at this (%) value | | + | | Discount | | Here you can apply a global discount to the entire profile, all charges will be discounted at this (%) value. | |
| - | | Vat Number | | This will be listed on all invoicing | | + | | Vat Number | | This will be listed on all invoicing. | |
| | Invoice Name | | | | | Invoice Name | | | | ||
| - | | Date | | This will be the date saved as the creation date | | + | | Date | | This will be the date saved as the creation date. | |
| - | | Email Login Details | | Marking this tickbox will provide your client with user details to he client area found at "yourusername".snapbill.com | | + | | Email Login Details | | Marking this tickbox will provide your client with user details to he client area found at "yourusername".snapbill.com. | |
add_client.txt · Last modified: 2014/11/04 13:25 by Lisa Adams
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