Client Management
- How to configure general billing rules for a client.
- How to set up custom billing profiles
- How to set up a new client
- How to verify a client's business registration using Companies House
- How to update or version an existing rate card
- How to configure enhanced rates and holiday rates
- How to set up cancellation policies in rate cards
- How to upload and manage documents for a client
- Understanding the client profile lifecycle
- How to archive or deactivate a client
- What is the difference between on-panel ad off-panel clients?
- How to create a new rate card for a client
- How to define PO requirements and VAT settings for clients
- How to search and filter your client list
- Track changes to client profiles and rate cards