Client Settings
What This Does
The Client Settings page (Add Packages to Client) lets you assign fee packages to individual clients. Once a package is assigned with a starting period, it appears grouped in Tracking & Billing when creating invoices or receivable entries for that client.
The Page
| Element | Description |
|---|---|
| Search | Search by File No, Client Name, or Trade Name |
Client Package Table
Each row represents a client. Clients with packages assigned show their package details inline. Clients without packages show empty fields.
| Column | Description |
|---|---|
| Client Name | Client's file number and name |
| Package | Select a package from the dropdown to assign to this client |
| Fees | Enter the fee amount — overrides the default fee set in the package |
| Starting Period | The period from which this package applies (required) |
| End Period | The period when this package stops applying — optional |
| Actions | + adds another package row for the same client; 🗑 removes a package assignment |
Assigning a Package
- Find the client using the search bar or by scrolling
- Select a Package from the dropdown
- Enter the Fees amount (can differ from the package default)
- Select the Starting Period
- Optionally set an End Period
- Click Save Changes
"Please enter both Fees and Starting Period to add new row or save changes. End Period is optional."
Cancel discards unsaved changes for that row.
Multiple Packages per Client
A client can have more than one package assigned. Click the + button on a client's row to add another package assignment. Each package appears as a separate row — no client name is shown for the additional rows (they belong to the client named above them).
Actions
| Action | Description |
|---|---|
| Save Changes | Saves the package assignment for the edited row |
| Cancel | Discards unsaved changes for the edited row |
| + (add row) | Adds another package assignment for the same client |
| 🗑 (delete) | Removes a package assignment from the client |