Setting up the Client Number System

Following these steps to set up your client numbering options:

1. Go to Maintenance > Preferences > Company (Studio) Preferences and open the Clients tab. See also: Company (Studio) Preferences – Clients

2. In the Client Number Options section, choose when you want the software to assign the client number.

   

   • When Creating a New Client – The client number will be assigned when the client is created. 

   • When Invoice or Session is Created – The software will assign the client number when an invoice or session is created for the client.

   • When Client Status is Set – Choose a status to have the software assign the client number when the client is changed to that status.

   • Do Not Assign Number – The software will not assign a client number.

3. Click OK to save your preferences.