The Clients screen allows you to view client information at a glance and drill down into specific client records. It can also be used for reporting purposes. Access to view client information is controlled by security settings.
Menu > Billing > Clients
The Client listing screen consists of 3 sections: 1) Search Options, 2) Results Grid, and 3) Client Details.
- Search Options - allows you to set filters prior to running the report.
- Results Grid - allows you to define the column displayed.
- Client Details - by selecting a client in the results grid, this section allows you to quickly view Company info, Projects created for the client, Invoices created for the client and Receipts.
NOTE: ability to view the different tabs is controlled by security group settings.
See the Billing: Clients guide for more info.
Menu > Admin > System Setup > Global Options > Security Settings
Here you can find security rights that allow users to access Companies and or edit the Client Details.
Menu > Admin > System Setup > Account Information > Transaction Preferences
There are default settings in here of how you want new companies and clients to be created.
- Menu > Billing > Clients > double-click the selected client from the results grid.
- Depending on security group settings, you will be allowed to edit select fields.
- You may also access client records via Menu > Sales > Company.
See the Client Setup guide for more info.
Parent and Child Clients
You can establish a billing or reporting hierarchy of your clients based on specific needs.
For example, if you need to send invoices to two different addresses and/or have two different contacts, based on some kind of division within the client. Then using a parent and two child clients can help make this process more streamlined.
See the Parent Clients guide for more info.
You can establish Markups for Labor and/or Expenses in a variety of ways to then Invoice your Clients.
The first step is to determine where you want Markups to originate from. Such as Rate Sheets or a flat rate from the project, for example.
For labor, see the Get Labor Rate From guide for more info.
For expenses, see the Get Markup From guide for more info.
Client Credit Card Processioning
With the help of some third party features, you can email invoices to your clients for them to pay online.
See the Client Credit Card Processing guide for more info.
Once you have a Client setup in your system, you can then start creating Projects for them.
See the New Project guide to begin.
Once you have Project created, you can then bill those projects on Client Invoices.
See the Billing: Overview guide for the many ways to Bill out of Workamajig.
And last but not least, once you have Project and Billing workflows established. You can then run various reports to see the how your active projects are doing. Print or Email Client Statements for open Invoices. And even run revenue and resource forecasting reports.
Here is a list of the more common reports.