Client Settings – Help Centre

Note: These settings preset the Client's location settings, but can be overridden there.

1. Select Find Client from the main menu.

2. Click on the client in the list or search for them using the search bar and then click on them.

3. Select the Client Settings tab at the top.

4. The Client Settings form will be displayed.

This module contains the following fields:

Title	Description
Price Level Type	This presets the material markup setting based on Price Levels set in Settings->Features->Inventory and displays the % markup on the right. If it is set to none "---", the default Material Markup below will be used.
Material markup	This is the default Material Markup from Settings->General Settings->Job Financials. It will be used instead of the Price Level if one is not set.
Payment Terms	The text label for the client's Payment Terms to be displayed on their invoices.
Use Default Labour Type	The Default Labour Type and Service Fee are presets available in Settings->General Settings->Job Financials. The items at the top of the lists will be used as defaults.
Use Default Service Fees