![]() ![]() In network mode, teams which use BaccS database server get 250 Gb of space (which may be expanded according growing requirements). Currently, maximum file size in a local mode is 4 Gb. Please use this function with care, because it leads to database file size growth. Once the file is attached, it can be deleted or moved on the hard drive. These files are stored directly in the database and not linked with source files on your hard drive. In the Files tab you may attach any files to the current customer (NDAs, Contracts, other documents). In the Blue Board tab you can link the client with Blue Board entry. A remark: if you will set 31th day, and determined month contains only 30 days, than this additional day will be added to the calculated due date and you will get 1st day of following month.įinally, Comments field is used for any additional information you like to save about particular customer.Ĭlient editing form also contain following tabs: Blue Board, Stats, Contacts, Default prices and Milestones. Two other options allow to set payment term for particular day of the next or second next month. In this case, please specify number of days in the next field. The first option is used when payment term is determined by addition of a number of days to invoice date. Method of determining invoice due date contains three options: Add days from invoice date, Day of the next month and Day of the next 2nd month. The Invoice due date settings panel allows you to control how the program determines payment term in the new invoices. If to select particular payment method in this field, than this method will be explicitly used in the invoices created for this client.Īllows to exclude a customer from the Quick job creation button, which allows to quickly create a job for the most recent customers. Used to apply different fuzzy discounts for different clients.īy default, BaccS selects accepted payment methods in invoice in according to selected currency. Later, when invoice print button will be clicked, this default template will be used instead of general default template selected in the program settingsĪ set of fuzzy types with their weights. This amount is provided in the base currency.Īllows to set default invoice template for the selected customer. If job amount will be less than this amount, then the program will warn user about it.Ī number of decimal places in job and invoice amounts for this client.Īllows to set an amount upon reaching of which you will see corresponding notification on the dashboard about possibility to issue new invoice for this customer. This currency will be automatically selected in all jobs created for this client. Next panel, Settings, contains specific working information: Next panel, Taxes, allows you to specify default taxes applied in invoices for this client, VAT number and Tax number. Next panel, Web, allows you to specify web-portal address for this client along with the login details. To open the file, simply click on the empty image – open file dialog will be opened to select an image file. Later it will be possible to compose aggregate reports by the parent client. For example, if this is a department or subordinate. Parent client field allows to set a parent client for the currently opened client. EXCLUDE TABLE OF CONTENTS HELPNDOC CODEFor example, number 2 means that amount of 12.835 EUR in the job will be rounded to 12.84 EUR.Ĭlient code is used as a prefix when per-client numbering system is used. The Rounding field represents the number of decimal digits, to which all amounts for this client will be rounded. Here is an example of the client add/edit window:Īs you can see, there is a lot of different data, which will be discussed below.įirst panel, Main data, contains basic information about the client: Name, Short Name, Client Code, Supplier code, Default currency, Parent client, VAT number, Tax number, Category (each category may have own code, which can be used as a variable in different places of the program), Address, Logo, Rounding and Default Taxes. List of clients contains filter buttons, which also allows you to filter and sort clients according your needs. Categories are needed to divide clients into some logical groups, which help to find necessary client when needed. The list is divided into two parts: client categories and clients themselves. ![]() ![]() This list contains all clients you work with. ![]()
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