Additional Info

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Additional Info

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This tab is for further information about your client. You can add a reference number, tax id and set the default for taxation. If you check the box for "Apply tax", every invoice you create with Xpert-Timer will automatically add the tax to the total.

Set the default for the price per unit and the billing unit. Every time, you create a new project for this client, this data will be used for the projects.

In case your client needs a time report in another currency, you can set the currency for the client here. But note, that if you use different currencies throughout the Xpert-Timer system, you cannot summarize the reports, as the sum wouldn't make sense.

For your CRM enter the status of the the client relationship, so everyone in your company knows the situation, when the client calls in.