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Clients Settings

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Created by Camille Marshall, last modified on Sep 13, 2017

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This page contains sections for each Ubersmith Clients Settings section.

Clients

Adding Client Relationship Types

Adding Client Tags

Adding Custom Client Fields

Adding Custom Contact Fields

Configuring the Client Manager General Settings

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Services

Adding Custom Service Fields

Adding Rate Plans

Adding Service Plans

Adding Service Plan Upgrades

Configuring SSL Providers

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Billing and Payment

Adding Billing Agreements

Adding Billing Periods

Adding Contract Terms

Adding Late Fee Schedules

Configuring Billing Settings

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Taxes

Adding Tax Authority Numbers

Adding Tax Engines

Adding Tax Exemption Types

Adding Tax Rates

Managing Tax Authority Numbers

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Communications

Adding Mailing Lists

Configuring Client Communications

Configuring Invoice Notices

Managing Mailing Lists

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customer