You can use your mouse to hover over the different fields on the client setup window to display text explaining what each field is for.
Firm Name: Type the name of your client's firm in this field.Address Information: Enter the address for where your client's invoice is to be sent.Enter the Phone & Fax numbers for reference purposes.COMING SOON! With the Web Services Package you will soon have the ability to email your clients when a job is completed!The letters "WSP" stand for "Web Services Package". If you are using this powerful package, you can setup a login name & password for your clients to view the jobs & enter their own orders online!Reference Required: If checked, then your client REQUIRES a reference number to be entered on each new job.Contact Person Sig Req: If checked, then your client REQUIRES that you log the name of the person who accepted the delivery in CST.Weekly Billing: If checked, you will bill this client on a weekly basis. In CST you can bill on a weekly or monthly basis.Use Discount Rate: If checked, then your client will receive a discount for each Invoice generated.Discount Service Fee Only: If checked, your client will only receive a discount on the amount of the Service Fee.Show Dates on Invoice: If checked, the "Release Date" & "Drop Off" dates will print for each job on your client's invoice.Show Contact Person on Invoice: If checked, the "Contact Person" will print on the invoice. The Contact Person is who the package was delivered to.Page Break on Ref Change: If checked, then each jobs with the same Reference Number will be included on their own page.Sort Invoice by Ref: If checked, the jobs on the invoice will be sorted by the reference number.COD only: If checked, the job will remain on the dispatch screen until the funds have been collected for each job.Web Status Permitted: (WSP Feature) If checked, your client can access the status of their jobs, using the WSP login name & WSP password.Online Order Entry Permitted: (WSP Feature) If checked then your client can add their own runs over the internet.Discount (Decimal): Enter the amount that you want to discount your client's invoice. (amount must be in decimail format)Driver Adjust (Decimal): If you give your client a discount & want to adjust what the driver is paid, enter the adjusted amount (for example, if you discount your client 10% & want to adjust the driver's rate the same, enter .10)Contact: Enter the name of a specific Contact Person at your client's firm.
  • Firm Name: Type the name of your client's firm in this field.
  • Address Information: Enter the address for where your client's invoice is to be sent.
  • Phone & Fax: Enter the Phone & Fax numbers for reference purposes.
  • Contact: Enter the name of a specific Contact Person at your client's firm.
  • WSP Login Name & Password: COMING SOON! With the Web Services Package you will soon have the ability to email your clients when a job is completed!
  • Reference Required: If checked, then your client REQUIRES a reference number to be entered on each new job.
  • Contact Person Sig Req: If checked, then your client REQUIRES that you log the name of the person who accepted the delivery in CST.
  • Weekly Billing: If checked, you will bill this client on a weekly basis. In CST you can bill on a weekly or monthly basis.
  • Use Discount Rate: If checked, then your client will receive a discount for each Invoice generated.
  • Discount Service Fee Only: If checked, your client will only receive a discount on the amount of the Service Fee.
  • Web Status Permitted: (WSP Feature) If checked, your client can access the status of their jobs, using the WSP login name & WSP password.
  • Show Dates on Invoice: If checked, the "Release" & "Drop Off" dates will print for each job on your client's invoice.
  • Show Contact Person on Invoice: If checked, the "Contact Person" will print on the invoice. The Contact Person is who the package was delivered to.
  • Page Break on Ref Change: If checked, then each jobs with the same Reference Number will be included on their own page.
  • Sort Invoice by Ref: If checked, the jobs on the invoice will be sorted by the reference number.
  • COD only: If checked, the job will remain on the dispatch screen until the funds have been collected for each job.
  • Online Order Entry Permitted: (WSP Feature) If checked then your client can add their own runs over the internet.
  • Discount (Decimal): Enter the amount that you want to discount your client's invoice. (amount must be in decimal format)
  • Driver Adjust (Decimal): If you give your client a discount & want to adjust what the driver is paid, enter the adjusted amount (for example, if you discount your client 10% & want to adjust the driver's rate the same, enter .10)