Setting up receivable client types

Client types allow you to categorize clients. A subdivision developer, for example, can use client types to list the subdivisions, or the release of homes in subdivisions or to track the interests of prospective home buyers. For some companies such as service/repair contractors, the geographic area is more important because all the clients are homeowners or commercial businesses.

To set up client types:

1

Open 3-6 Receivable Clients.

2

Next to the Type list, click the detail button.

3

The Client Types window opens.

4

In the Client Type# column, enter the type number.

5

In the Type Name column, enter a description of the client type.

6

Repeat steps 4–5 for each type.

7

On the File menu, click Save.