Account > Clients > [Name] > Billing information Client billing module-specific fields | Modify Client demographic dialog | Service rates dialog The "Billing information" dialog contains settings that will streamline your billing process. To enter billing information for a Client: 1. Click on the Account tab, select "Client" under "Account data" and click on the client whose billing information you want to create. 2. Scroll down to the "Primary contact" drop-down and select the billing contact. If the billing contact does not appear, click on the "Conacts" link and create the billing contacts by choosing "Contacts" from the "Create" drop-down menu and completing the form. 3. Click on the "Billing information" link and complete the form, including the module-specific fields, then click "Save." Note: At this point you will see the "Service rates" link if "Service/Client" has been selected in the "Get hourly billing rate from" drop-down in the My Account > Company > Settings dialog. See "Setting billing rates" for more information.) Client billing module-specific fields: Billing contact (Invoices): Select the billing contact if different from the primary client contact. This option appears only if there are multiple contacts for a client. Hourly rate (Proposals, Invoices): Enter a rate if you will typically charge one hourly rate for any type of work you will undertake for this client. You can leave this field blank. (Note: In order for any hourly rate you enter to appear as the default hourly billing rate, you must also select "Client : Project" in the "Get hourly rate from" drop-down menu at the bottom of the My Account > Company > Settings dialog. The default rate can be modified in any Hourly timebill or in an Hourly proposals item; see Invoices > Timebills > modify/delete existing or Proposals > Detail > create item. See also setting billing rates for more details.) Currency: If you have enabled multi-currency functionality, select your base currency. Payment terms (Invoices): The terms you select from the drop-down menu will appear on each invoice for this client. Default terms are net 30. Invoice prefix (Invoices): You can give each of your clients a unique prefix (any combination of numbers and/or letters) to make invoice tracking easier. Billing code (Invoices): This field allows you to give one or more clients a code (any combination of numbers and/or letters) that will facilitate creating multiple invoices. Invoice layout (Invoices): If you have created more than one invoice layout, this field allows you use the invoice layout of your choice for a particular client. Client can view Statements (Invoices): After receiving an email invoice, clients are able to view their account statements online unless you uncheck this box. Invoice note (Invoices): Use this text field to add a client-specific note to every invoice you send to a client. Email invoice text (Invoices): Use this text field to include a client-specific message with the URL link you email to your client when you send an invoice. To modify a client's billing information: 1. Click on the Account tab, and then on the "Clients" link. 2. Click on the client's name in the client list, and then click on the "Billing information" link. 3. Make your changes to the "Edit billing information" dialog. 4. Click on "Save." You have the options of (a) clicking on the "Clients" link at the top of the page to return to your clients list; (b) clicking on the "Demographic" link to make changes to your client's demographic information; (c) clicking on the "Contacts" link to view billing contact information for this client (to edit this information, click on the contact name); (d) Clicking on "Billing information" to make additional changes to this client's billing information; (e) clicking on the "Service rates" link. (Please note: You will see the "Service rates" link only if "Service/Client" has been selected in the "Get hourly billing rate from" drop-down in the My Account > Company > Settings dialog. See "Setting billing rates" for more information.)