Client Records

To view a record from Receivables, Clients, select the client's name or select View from a client's menu. The Overview, Details, and Activity tabs display for you to view and edit additional info. You can also add alerts and edit or delete the client record as needed.

Tip: If you add an incorrect record type, you can quickly convert an individual to an organization and vice versa. Keep in mind that record details are discarded if they aren't needed for the new type.

• Overview — View and edit basic details and contact info.

• Details — Add and edit additional client details such as defaults, notes, actions, custom fields, and attachments.

  You can also specify payers, determine who receives statements (or copies), and add automatic payments for clients.

• Activity — Search, sort, and view transaction activity for the client. Choose columns to further define your view, or select the transaction ID to go directly to a record.

  You can also add new receivables records. For details, see charges, credits, invoices, and refunds.