Setting up receivable client status

Working with 3-Accounts Receivable > 3-6 Receivable Clients > Setting up receivable client status

Setting up receivable client status

Use the client status to provide information about your clients such as sales cycles, credit limits, or other client characteristics. You can even design the status settings to separate client prospects, current clients, and past clients.

Example 1: Using client status settings for credit limits

Client Status #	Status Name
1	No Credit
2	Credit Limit $1000
3	Credit Limit $2000
4	No Credit Limit

Example 2: Using client status settings for current and past clients

Client Status #	Status Name
1	Contact
2	Prospect
3	Current Customer
4	Customer 2–5 Years Ago
5	Customer 6–10 Years Ago
6	Do Not Accept Contract Again

To set up client status:

Open 3-6 Receivable Clients.

Next to the Status list, click the detail button.

In the Client Status# text box, enter the status number.

In the Status Name text box, enter a description of the client status.

Repeat steps 3-4 for each status.

On the File menu, click Save.

Links to more information . . .

Setting up receivable client types

Setting up receivable client product lines

Setting up receivable client lead sources

Setting up receivable client service areas based on regions

Setting up receivable client sizes

Setting up receivable client mail lists

More resources

For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.

For additional training on Sage products, visit Sage University.