Who is a Client
Clients could be individuals or businesses to whom products are sold or services rendered. You can sell as many products / services to your clients as you wish. It’s a once-off setup for each client and the information can be updated as often as you wish. A client's information is reflected on invoices generated for the client, so be sure to enter the correct information.
A business client is an organisation to whom you provide products / services.
An individual client is a person to whom products / services are rendered in his/her personal capacity.
Each type of client requires different attributes for invoice processing. The one type of customer cannot be converted to the other type of customer. When creating your customers, ask yourself the question, "Am I invoicing an individual in his/her personal capacity?". If the answer is no, then you need to create a business customer instead of an individual.
A client is linked to one billing cycle. This billing cycle will determine on which day this client's invoices will be processed. Refer to Billing Cycles for more information.
This information will be reflected on the client’s invoices.
A modulus 10 check is performed on the VAT number, Company registration number and ID number of the client. If this validation fails, it means the number entered is not a valid number.
This should match the customer’s account number in your accounting system. Once you run your billing, this account (in your accounting system) will be updated to reflect the Varibill invoices generated for this business or individual.
Select the sales person looking after this account. The options available are displayed based on account managers and sales persons created via the “Sales Persons” screen. If the sales person is not available in the drop down, you can create it by selecting the button next to the field.
Contact Details / Finance Details
Multiple finance contacts can be created for individuals and businesses. Invoices emailed from Varibill will be sent to all finance contacts of the client. Multiple general contacts can be created for individuals and business but is not used anywhere in Varibill. A Primary contact can be created for individuals and will be used as the information to be displayed in the invoice header.
This address will be reflected on the client’s invoices.
Invoice groups allow you to group usage by a defined group. This group could represent a specific area, branch, sub-client, etc. A client can be setup to process invoices with groupings, without grouping, per grouping or per contract. When the client is set up to process invoices with defined groups, multiple invoice groups can be specified. Once the invoice group has been captured, one / more contracts can be allocated to this group. The invoice group name will be displayed on the clients' invoice and contracts allocated to this group grouped together and sub-totalled.
|Consolidated invoice with no defined groups||Consolidated invoice with defined groups||Invoice per defined group||Invoice per contract|