Adding Clients Estimated Reading Time: 6 Minutes When you add a client, you can then add services, invoices, and tickets for the client. You can also add a lead, a possible client. To add many clients at one time, use the client.add API method. For more information, refer to the article "Using the Ubersmith API". Open the Add New Client window Click Clients. Click Add New Client. To add a lead, click Add New Lead. The Add New Client window opens. Complete each tab in the order below, then save the client. Complete the Contact Info tab In the First Name field, type the first name of the client. In the Last Name field, type the last name of the client. In the Company field, type the company of the client. In the Country/Territory field, select the country or territory of the client. In the Address field, type the street address of the client. In the City field, type the city of the client. In the State field, select the state or province. For a country other than the United States or Canada, type the state or region. In the ZIP Code field, type the postal code of the client. In the VAT ID field, type the value-added tax ID of the client. In the Phone field, type the phone number of the client. In the Fax field, type the fax number of the client. In the Email field, type the email address of the client. Ubersmith sends invoices and account emails to this address. In the Language field, select the language of the emails and the client portal for the client. In the Salesperson field, select the staff member who sells to the client. Ubersmith adds this staff member as the salesperson in User Relationships on the client profile. Complete the Login & Password tab On this tab, you set the client portal login of the client. The tab shows the password requirements. Click the Login & Password tab. Select Enable Login to let the client log in to the client portal. In the Login field, type the login name of the client. In the Password field, type the password. To make a password, click Auto Generate. In the Confirm Password field, type the password again. Complete the Billing tab Many fields on this tab have default values. The default values come from the billing settings of the brand. Change a value only if this client is different. Click the Billing tab. In the Brand field, select the brand of the client. This field shows only if you use more than one brand. In the Default Discount Level field, type a discount for the new services of the client. Then select % or the currency. In the Invoice Send Date field, select the day of the month that Ubersmith sends the invoice. This field shows only if Ubersmith sends invoices one time each month. In the Invoice due dates determined by field, select Grace Period or Static Due Date. This field shows only if Ubersmith sends invoices one time each month. If you selected Grace Period, type the number of days from the invoice date to the due date in the Invoice Grace Period field. If you selected Static Due Date, select the day of the month that the invoice is due in the Monthly Invoice Due Date field. In the Pre Bill field, select how far ahead Ubersmith bills for services that start or renew: Do not pre-bill Pre-bill up to a number of days after the invoice is generated. Type the number of days. Pre-bill up to the invoice due date In the Invoice Charge Date field, select when Ubersmith charges the payment method of the client: Immediately After a number of days. Select the number of days. On Invoice Due Date In the Retry Failed CC Charges Every field, type the number of days between tries when a credit card charge fails. In the Late Fee Schedule field, select the late fees for invoices that are not paid on time. To not charge late fees, select No Late Fees. Select Apply Late Fee On Late Fees to include late fees in the amount for the next late fee. In the Invoice Delivery field, select how the client gets invoices: None, Email Only, Print Only, or Both Email and Print. In the Default Renewal Date field, select the day of the month that new services renew. Ubersmith prorates new services to this day. To not prorate, select Do Not Auto-Prorate. For example, if Default Renewal Date is 1 and you add a service on May 10, Ubersmith prorates the service from May 10 to June 1. In the Prorate to the following month if next renewal is within field, type a number of days. If the first period of a new service is this number of days or less, Ubersmith prorates the service to the renewal date in the next month. In the Automatically Apply Account Credits field, select Automatically Apply to All Invoices, Automatically Apply to New Invoices, or Do Not Automatically Apply. Complete the Account Info tab Click the Account Info tab. In the Business field, select YES if the client is a business, or NO if the client is a person. In the Referred By field, type the person or company that sent the client to you. In the Default Ticket Priority field, select the priority of new tickets from the client. In the Status field, select Active for a client, or Lead for a possible client. In the Avatar field, select an image for the client. This field shows only if avatars are turned on in the support settings. In the Client Overdue Notice Schedules field, select the overdue notice schedule for the client. To use the schedule of the brand, select Brand Default. In the Mute Client Overdue Notices field, select YES to not send overdue notices to the client. Complete the Permissions tab On this tab, you set what the client can do in the client portal. Click the Permissions tab. To see the items in a section, click the arrow next to the section. To find an item, type its name in Filter resources. In the View, Create, Update, and Delete columns, select a permission for each item: Allow: the client can do the action. Deny: the client cannot do the action. Inherit: the client gets the permission of the section above the item. The value in parentheses shows the inherited permission. For more information, refer to the article "Client, Contact, and Leads Permission Details". Complete the Custom Fields tab Click the Custom Fields tab. Complete the custom client fields. Fields marked with a red asterisk are required. If you have no custom client fields, the tab is empty. For more information, refer to the article "Adding Custom Client Fields". Save the client Click Save. The profile of the new client opens. To add one more client, click Save & New.