To create/edit a customer, first, navigate to Financial Accounting >Customers
Creating and editing customers follows very similar steps, the only difference is the customer either already exists or it’s a brand-new record.
Creating a new customer is simple, just navigate to the customer screen and then press the “+Create” button in the top right-hand corner. To edit an existing record find the customer in the manage customers screen and click on the Edit icon under the action column.
When creating or editing a customer there are three tabs, Customer, Margin Settings and Payroll Settings. The following sections walk you through the various fields which make up a customer record.
Customer
Under Customer you can complete the company information and contact details...
...as well as the invoice settings:
Once you're satisfied with that, click the save button to ensure the changes are made!
Margin Settings
Under Margin settings, you guessed it, you can setup your margin for the customer. You begin by selecting the role type, then the payment frequency of that role and then the range type. You finish by selecting your range of values and the margin itself, or, in the case of per hour, provide the per hour charge with the maximum.
Of course, there are many different scenarios and setups of margins so it's not possible to cover all of these in this article but we think it is intuitive. If you need any further help, please reach out on our helpdesk.
Payroll Settings
Under Payroll Settings, you are able to override the company settings at a specific customer level:
When processing payroll in the company, the customer settings will then supersede the company-level settings.