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# QRG Create an Account - Client
## Purpose
The purpose of this quick reference guide is to step through the process of setting up a Client record. The
intended audience for this document is System Administrators / Standard Users.
## Steps
### Create a new Client record
The Client record holds client information related to Invoicing, Payroll, Remittance Details, and other
related information.
To create a Client, follow the steps below
1. Go to the Accounts object and click on the **New** button (see Figure 1).
2. Select Client from the available record types and click on the **Next** button (see Figure 2).
3. Follow this step in the sequence given below:
1. Populate the following required fields to provide the account details for the Client record
(see Figure 3):
1. **Account Name**
2. **Phone**
2. Populate the following optional fields as required (see Figure 3):
1. To indicate a Parent Account to relate to this Client record, populate the **Parent Account** field.
2. To allocate a unique Client number to this Client record, populate the **Client Number** field.
3. To provide additional business details of the client, populate the following fields:
* **ABN**
* **Fax**
* **Website**
4. To link this Client with the Account that related Assignments should use for
invoicing, populate the **Invoice to Account** field using the lookup options
available.
4. Populate the following required fields to provide the Address details for the Client record (see
Figure 4):
1. To auto-fill all Billing Address fields, populate the **Billing Address** field and select the
appropriate address from the lookup options available
**OR**
2. To manually enter the Billing Address, populate the following fields:
1. **Billing Street**
2. **Billing City**
3. **Billing State/Province**
4. **Billing ZIP/Postal Code**
5. **Billing Country**
5. Populate the following optional fields to provide an alternate shipping address for the Client
record (see Figure 4):
1. To auto-fill all Shipping Address fields, populate the **Shipping Address** field and select the
appropriate address from the lookup options available
**OR**
2. To manually enter the Shipping Address, populate the following fields:
1. **Shipping Street**
2. **Shipping City**
3. **Shipping State/Province**
4. **Shipping Zip/Postal Code**
5. **Shipping Country**
6. Populate the following optional fields to provide the Payroll details for the Client record (see
Figure 5):
1. To provide a description for the Client record, populate the **Description** field.
2. To allocate a Payment Schedule to this Client record, populate the **Pay Schedule** field.
3. To exclude this Client record from being associated with Global Rate Calculator
Templates, select **Yes** from the picklist options in the **Exclude Global Rate Calc Templates?** field.
4. To associate this Client record with a Parent Rate Calculator Template, populate the **Rate Calc Template Parent** field using the lookup options available.
5. To set a client specific Timesheet Notification that will override the default Timesheet
Notifications detailed on the Pay Schedule, populate the **Timesheet Notification Setting Override** field.
6. To set a client specific Expense Notification that will override the default Expense
Notifications detailed on the Pay Schedule, populate the **Expense Notification Setting Override** field.
If the **Pay Schedule** field is populated, it can be used as a default Payment Schedule
for all newly created Assignments associated with this Client, provided defaults are set
up within the Assignment Configurator.
7. Populate the following required fields to provide the Invoice details for the Client record (see
Figure 6):
1. **Invoice Group By** (pre-populated)
8. Populate the following optional fields (see Figure 6):
1. To apply a default Invoice Schedule to this Client, populate the optional field **Default Invoice Schedule**.
2. To apply a default Invoice Tax ID to this Client, populate the optional field **Default Invoice Tax ID**.
3. To indicate if tax is applied to the default Invoice, populate the optional field **Default Invoice Taxable**.
4. To define the recipient who will receive the Invoice by email, populate the optional field
**Invoice Contact**. The field is populated only when the Invoice Group By field is populated
as Client.
5. To add additional email addresses for distribution of Invoices created for this client,
populate the **Invoice Email CC** field.
6. To provide a standard invoice message on all Invoices created for this client, populate the
**Invoice Message** field.
9. Click on the **Save** button. (see Figure 6)
Once the record is saved, the ABN Lookup field will be updated, which can be selected
to open the Australian Business Register ABN Lookup website in a new tab, detailing
the actual details of the ABN entered as per that website.
If populated, the text in the Invoice Message field will be included on Invoices along
with any of the Invoice Messages populated on the Invoice Settings, and the Invoice
itself, to a combined total of 255 characters.
A new Client record has been created and ready for use in the Assignment records (see Figure 7).
Client records CANNOT be deleted if they have related records or are used in other
records. Deleting records is not recommended unless absolutely essential.
10. To modify an existing **Client** record, open the required record and select the **Edit** button available
on the top right side of the page. You can also double click in any of the fields that need editing
or just click on the pencil icon that appears within fields when you move your cursor over the
field.
11. When complete, click on the **Save** button.
## Field Descriptions
**ABN** is the Australian Business Number of the Client.
**ABN Lookup** is used to confirm the entered ABN in the Australian Business Register ABN Lookup website
matches the correct company name.
**Account Name** is the name of the Client record.
**Billing Address** is the billing address of the Client.
**Client Number** is a field to record a Client Number if required. This does not need to be unique, and can
be a combination of alphanumeric characters.
**Default Invoice Schedule** defines the default Invoice Schedule that applies to the Client. Any defaults
would need to be set up using the Assignment Configurator before they are applied to the newly created
Assignments. This value can be overridden at an Assignment level.
**Default Invoice Taxable** indicates if by default, tax is applied to related Invoices. Any defaults would need
to be set up using the Assignment Configurator before they are applied to the newly created
Assignments. This value can be overridden at an Assignment and Assignment Rate level.
**Default Invoice Tax ID** defines the Default Invoice Tax ID that applies to the Client. Any defaults would
need to be set up using the Assignment Configurator before they are applied to the newly created
Assignments. This value can be overridden at an Assignment and Assignment Rate level.
**Description** is an optional field to add a description about the Client.
**Exclude Global Rate Calc Templates?** indicates whether Global Rate Calculator Templates can be applied
to Assignments related to this Client record.
**Expense Notification Setting Override** defines the Notification Setting which will be used for Expense
Claim Notifications to override what is set on the Pay Schedule. If blank, the Expense Claim Notification
Setting defined on the Pay Schedule will be applied.
**Fax** is the fax number for the Client.
**Invoice Contact** identifies the recipient detailed on the Invoice who will receive the Invoice by email.
**Invoice Email CC** lists any additional email addresses required to also receive copies of the Invoice by
email.
**Invoice Group By** defines how the Invoice Items related to the Client will be grouped when Invoices are
created.
**Invoice Message** is a Client level Invoice Message which will appear on each Invoice generated for this
Client. This message is in addition to Invoice Messages supplied on the Invoice Setting and on the
individual Invoice.
**Parent Account** is the name of the parent account related to this Client.
**Pay Schedule** defines a default Pay Schedule that applies to this Client.
**Phone** is the phone number of the Client.
**Rate Calc Template Parent** indicates the Rate Calculator Template that will be used for this Client as the
parent record for all related Rate Calculator records.
**Shipping Address** is the shipping address of the Client.
**Timesheet Notification Setting Override** defines the Notification Setting which will be used for
Timesheet Notifications to override what is set on the Pay Schedule. If blank, the Timesheet Notification
Setting defined on the Pay Schedule will be applied.
**Website** is the website address of the Client.
## Further Information
| Document | Document Type | Description |
| ----------------------------------- | ----------------- | --------------------------------------------------- |
| QRG Create Invoice Settings | Task Instructions | How to create Invoice Settings |
| QRG Create an Assignment - Employee | Task Instructions | How to create an Assignment for autopay Employees |
| QRG Create an Assignment - Temp | Task Instructions | How to create an Assignment for Timesheet Employees |