Include billing details and notes for your calendaring and production/billing departments about firms.
Amount as a percentage (e.g., “2.000”) you charge the firm as a one-time account service fee on past-due invoices. If you do not want to charge the firm this fee, enter “0.” Default amount comes from System Preferences > Entities > Firms.
Amount as a percentage (e.g., “1.200”) you charge the firm monthly on past-due invoices. The finance charge is calculated once a month for all open invoices (see Generating finance charges). If you do not want to charge the firm this fee, enter “0.” Default amount comes from System Preferences > Entities > Firms.
When you change a firm’s late charge rate or finance charge rate, RB automatically records the change in the firm’s Notes Log including when it was changed and by who.
Terms for payment that will appear on this client’s invoices. Payment terms are set in Lists > Accounting.
If this is a “Cash on Delivery” (COD) client, select your COD payment term to mark all invoices sent to this firm “Cash on Delivery.” See COD invoices.
Deadline in business days past the payment terms of invoices for this client to render payment before RB notifies you to start collection efforts. Default number of days comes from System Preferences > Entities > Firms.
Click to select Yes to have RB track the client correctly as a “Cash on Delivery” client. See COD invoices.
Client’s federal ID number
Sales tax rate as a percentage (e.g., “7.000”) for the state where your client is located. Default rate comes from System Preferences > Entities > Firms.
Percentage (e.g., “8.000”) you deduct if you offer a negotiated discount on all invoices for this firm. What’s discountable is specified at the service item level. See Setting up Service Item Master.
When you bill, you can decide whether to show detailed breakdowns on each invoice or not. Click to select Yes if the firm requires services listed on all invoices at all times.
By default, monthly statements are printed for each contact at this firm separately. Click to select Yes to print consolidated statements addressed to “Accounts Payable.”
Select a delivery method for consolidated statements in the drop-down:
When you set up to have your accounting system read RB data, this field can be used to store the reference number (or customer number) that the accounting system has assigned for this firm.
Unlimited character count. Information about the firm resources should know for jobs for this firm. Text entered here appears on the Assignment Notification form in the optional Ordering Firm Calendar Notes data field. See Sending individual assignment notifications and Sending batch assignment notifications/cancellations.
To customize the appearance of the notes, see Customizing notes & remarks. Text customizations will appear in Assignment Notifications sent to resources.
Unlimited character count. Information about the firm appears:
To customize the appearance of the notes, see Customizing notes & remarks.