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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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