Add Client
netFORUM uses Client information in the Remit Payment To dropdown list in certain Refund and Invoice reports.
To add a Client, use the following steps:
- Go to Add - Client page opens. The
- Use the descriptions in the table below to enter information in the Client Information section:
Field Name Required Description client name Optional Enter the client's name. acronym Optional Enter the client's acronym. license Optional Enter the client's license. contact person Optional Enter the name of the contact person. header report Optional Enter report header text. footer report Optional Enter report footer text. primary? Optional Check this box if this is the primary information for this client. - Use the descriptions below to enter information in the Address And Contact Information section:
Field Name Required Description addr line 1 Required Enter the first line of the address. addr line 2 Optional Enter the second line of the address. adr line 3 Optional Enter the third line of the address city Required Enter the city. state/zip Required Enter the state and zip code. county/district Optional Enter the county and district. country Optional Enter the country. phone Optional Enter the phone number. ext Optional Enter the phone number extension. fax Optional Enter the fax number. ext Optional Enter the fax number extension. email Optional Enter the email address. website Optional Enter the website address. logo Optional Use this field to upload a logo. - Click Save to save the new client and go to the Edit - Client page. Click Cancel to return to the previous page without saving your changes.