Add New Client Wizard - Step 6

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    The information you enter in the Add New Client Wizard - Step 6 window appears on the Defaults tab on the Client page.


    What it does...

    Terms Type

    The selection here determines the basis for calculating the payment due date on the bills raised for the client. The available options are:

    • Days – enter the number of days from the invoice date that the payment is due. For example, if you enter '14' and the invoice date is May 2, then the payment date will be calculated as May 16.

    • Month End Days – If payments are expected in the month following the billing month, enter the number of days after the invoice month end when payment is due. For example, if you enter '14' and the invoice date is May 2, then the payment date will be calculated as June 14.

    • None – select if you do not want to calculate a payment day for the client.

    • Payment Day –  Select if you want the payment due date to be on a specific date each month. When selected, the following field will change to Payment Date rather than Days.

    Payment Day

    Enter the number of days from the invoice date that the payment is due. If you selected Payment Date in the preceding field then you would enter the actual date in the month that payment is due, for example, the 17th of each month.

    Payment Type

    Select the client's default payment method. This impacts the description on the remittance advice section of the Bank Deposit Slip document.

    Your system administrator maintains the list of payment types available.

    Credit limit

    Enter the absolute credit limit value for the client's account. This can then be used as a warning if the client reached this level of credit and work is still being done for them.

    Account Status

    Select the state of the client's account. Certain selections prevent further transactions being posted to the client's account. Your system administrator is responsible for maintaining the selections. Examples are New, Exceeded Credit Limit, Open, etc.

    Internal check box

    Select the Internal check box if the client is internal to the organisation. Time sheets entered for an internal client would be non-chargeable.  This is the only point where you can specify if the client is internal. This check box is not available anywhere else. If you select this check box, the label Internal is displayed in the top left corner of the Client page4Default tab.

    Bank Details

    The right–hand section of this tab holds the client's bank details. This information can be used where payments from the client are received via direct bank transfers, or to generate the Bank Deposit Slip.

    The fields are populated for you automatically when you select an existing associated bank contact in the Bank Details field.


    The client's bank association must be set up before you can use this feature. Only the field Account Name is editable, the rest are populated from the information entered with the associated bank contact.


    After you have entered the credit control details click Finish to create the client.  The client is created and the Client page opens.

    A window appears asking you if you would like to add an assignment to the client.

    • Click Yes to open the Add Assignment Wizard that will guide you through the assignment creation process.  You can choose to either add an assignment from a template or create a new assignment from scratch.

    • Click No to dismiss the window and view the Main tab of the client page.  (You can add assignments later.)

    Related Topics

    How to create a new client

    Add New Client Wizard - Step 5

    How to delete a client or contact

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