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Go back to Account > Clients FAQ Index
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Answers to Frequently Asked Questions about Account > Clients and
Client Issues
Latest update: 26 April 2001
How can I let my clients see Gantt views or
outline views about their projects?
To allow your clients to see Gantt or outline views of their projects, you
first need to create a specific Guest User role via the Account tab > Roles
dialog, and then turn each relevant client into a Guest User via the Account >
Users dialog.
To create a Guest User role:
Note: You will see these settings only if you have selected "Guest" in the
user/guest drop-down at the top of the "Roles" dialog. Also note that at least
one of the following settings must be selected.
-Guest can view Project Gantt charts: Clients will have limited access to the Projects module, and
will be able to see the Gantt charts of projects associated with them.
-Guest can view Project outline: Clients will have limited access to the Projects module, and
will be able to see the project outlines of projects associated with them. Guest users can be assigned
tasks in any project. However, when they log in, they will only see the tasks of projects to which
they are, as clients, associated. They will not see any tasks that are assigned to them that belong
to projects with which they are not associated.
-Guest can view invoices: Clients will have limited access to the Invoices module, and
will be able to see their invoices.
Note: You can select the projects to which the guest user has access
in the Users > [User ID] > Access Control > Project Access form.
To assign a client to a Guest User role:
Go to the Account tab, select "User" from the "Create..." drop-down menu,
and enter the name of the client or contact person. Select the guest role you
have created from the "Role" drop-down menu. Fill out the rest of the fields in
the "demographic" dialog, which was shortened when you selected the guest role
from the "Role" drop-down.
Note: Adding a client to your user list in a guest role
may be a billable event, depending on the terms of your service plan.
Clients FAQ Index | My Account FAQ Index
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How can I let my clients see their invoices online?
To allow your clients to see their invoices online, you
first need to create a specific Guest User role via the Account tab > Roles
dialog, and then turn each relevant client into a Guest User via the Account >
Users dialog.
To create a Guest User role:
Note: You will see these settings only if you have selected "Guest" in the
user/guest drop-down at the top of the "Roles" dialog. Also note that at least
one of the following settings must be selected.
-Guest can view Project Gantt charts: Clients will have limited access to the Projects module, and
will be able to see the Gantt charts of projects associated with them.
-Guest can view Project outline: Clients will have limited access to the Projects module, and
will be able to see the project outlines of projects associated with them. Guest users can be assigned
tasks in any project. However, when they log in, they will only see the tasks of projects to which
they are, as clients, associated. They will not see any tasks that are assigned to them that belong
to projects with which they are not associated.
-Guest can view invoices: Clients will have limited access to the Invoices module, and
will be able to see their invoices.
Note: You can select the projects to which the guest user has access
in the Users > [User ID] > Access Control > Project Access form.
To assign a client to a Guest User role:
Go to the Account tab, select "User" from the "Create..." drop-down menu,
and enter the name of the client or contact person. Select the guest role you
have created from the "Role" drop-down menu. Fill out the rest of the fields in
the "demographic" dialog, which was shortened when you selected the guest role
from the "Role" drop-down.
Note: Adding a client to your user list in a guest role
may be a billable event, depending on the terms of your service plan.
Clients FAQ Index | My Account FAQ Index
Where do I set the payment terms for client
billing, and what are my payment term options?
Set your payment terms by going to the Account tab, clicking on the name of
the relevant client, and then clicking on the "Billing information" link. The
very first field in the "Edit client billing information" dialog is the "Payment
terms" drop-down menu.
You can choose among the following payment terms (in days): Net 10, Net 15, Net
20, Net 30 (the default setting), or "Upon receipt." Make your selection, and then
click on "Save" at the bottom of the dialog.
Clients FAQ Index | My Account FAQ Index
How and where do I indicate that a client is
no longer active?
To indicate that a client is no longer active, go to the Account tab, click on the
name of the relevant client, and then click on the "Demographic" link. Uncheck
the "Active client" box at the bottom of the "Edit client demographic information"
dialog, and then click on "Save."
Inactive clients will not appear in the "client" or "client/project" drop-downs
in any module dialogs; however, the data for inactive clients will show up in
any reports that you run unless you check the "Exclude inactive records" box in
the Reports > Options > "Global report options" dialog.
Clients FAQ Index | My Account FAQ Index
How can I set up different billing rates for
each of my clients?
Please note: To charge
clients on an hourly basis, you must create an *Hourly*
timebill (Invoices) or *Hourly* item (Proposals).
To set different rates for different clients (or for each project you
work on for your clients):
Step One:
1. Click on the Account tab, then click on the "Create..."
drop-down menu and select "client"(or, for existing clients,
go to "Account > Client > [name of client]").
2. Enter the hourly rate you will charge this client in the "Hourly rate" field
of the "New client" (or "Edit - [Client's name]") form. Click on "Save."
(Follow the same procedure for Projects.)
Step Two:
1. In the My Account module, click on the Company tab, and then on the "Settings" sub-tab.
2. Select "Client:Project" in the "Get hourly billing rate from" drop-down
menu near the bottom of the dialog. Click on "Save."
Clients FAQ Index | My Account FAQ Index
How can I charge my clients different rates
for the same services?
Please note: To charge
clients on an hourly basis, you must create an *Hourly*
timebill (Invoices) or *Hourly* item (Proposals).
You can set different rates for one or more services you perform based on the
client for whom you will be working. (Note: If you do not enter a specific
rate for a service, your clients will be charged
the default rates for your services.)
IMPORTANT: You *must* select "Service/Client" in the
Company > Settings
dialog first, or the "Services rates" link will *not* appear as an option
for setting up a new client record
(or modifying an exising client record).
Step One:
1. In the My Account module, click on the Company tab, and then on the "Settings" sub-tab.
2. Select "Service/Client" in the "Get hourly billing rate from" drop-down
menu near the bottom of the dialog. Click on "Save."
Step Two:
1. Click on the "Account" tab, then click on the "Create..."
drop-down menu and select "Client" (or for an
existing client, go to "Account > Clients," and click on the name of the client).
2. For a new client (for an existing client, go to step 3):
After filling out (or modifying) the "New/Edit client" dialog, click on "Save."
You will then see two additional client dialog links,
"Billing information" and "Service rates." (Note:
You should fill out the "Billing information" dialog when you enter a new
client record.)
3. Click on the "Service rates" link.
4. Use the drop-downs in the "Service rates" dialog to choose the services
for which you will be charging a special rate for the selected client.
(Note:
If the service you need was not previously created in the
Account > Services field, it will not show up
in the drop-down. You can create it by choosing "Service" in the "Create..."
drop-down menu toward the right upper corner of the "Service rates" dialog
window. If you use this option, however, you will have to re-navigate to the
Account > Clients > [client name] > Service rates dialog to choose the new
service and continue entering rate information.)
5. When you have entered the appropriate service rate information for the
selected client, click on "Save."
6. The message "The client - [client name]
was successfully saved" will appear at the top of the page, and you
will have the option of clicking on another dialog link for the same
client, or returning to the client list by
clicking on the tabbed "Clients" link above the saved dialog.
Clients FAQ Index | My Account FAQ Index
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