This guide will show you how to easily create a Client in WorkPal.

 

Click on the Clients tile to go to the clients section of WorkPal

 

Select the group where you want to add a Client. 

Click the +Add Client button.

This will bring up the add client screen where you can now add your client details, including client's name, address, specific VAT rates and callout charges (if required).

 

The Client's Rates and Charges combine with the time logged on the Job and appear on the Invoices.

In the % Discount field, you have the option to set a discount percentage that applies to any invoices for this client.

The Invoice Term is the number of days your client has to pay their bill. The Invoice Term will appear on the invoices for this Client.

The VAT Rate can be set on each Client page. This is the VAT Rate used with their invoices.

By selecting the Create Invoice on Job Complete checkbox, any jobs for this client will automatically generate an invoice upon completion.

If you want to hide this Client but retain the historical job data, you can select the Inactive checkbox.

If a Client has only one Site, you can click Use these details to add a default site. This will use the client address, etc to build a Site.

To learn how to batch import multiple Clients, please see the Data Import guide here: Importing Data