Client Groups

Clients can be classified into groups that are relevant to your company. Some examples are Industrial, Textiles, etc.

To add a client group, do the following:

• Click Invoice, then click Client Groups in the main menu.
• Click New in the button bar.
• An inset page will appear with a single tab, Client Group. Complete the fields.
• Click Save to save your changes or click Cancel to discard.

See the Basic Operation section for details on viewing, adding, editing and deleting.

 

Client Group Tab FIELD DESCRIPTION Parent Select the parent group. If this is your first entry, you will only be able to choose Root from the drop-down. Name Enter a name for the group.