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Client Settings

This tab houses properties most often set once, or not changed often, such as:

  • Whether the client is active (Yes or No). A strikethrough also identifies inactive clients in the client list.
  • The client's invoice prefix. Clients can have a custom invoice prefix, used with the {INVOICE_PREFIX} field within System>Groups. If no custom prefix is set, a prefix will be auto-generated.
  • Whether a client should be emailed payment receipts.
  • Default Currency
  • Language - this will change the language in which their invoices are displayed as well as the language that is displayed when the client logs into the Client Center.
  • Timezone - When set, it provides a handy reference that displays the client's current time on the main client tab.

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