Edit Client

You can edit client information by clicking on the Edit Client link in the Client Profile Tab of an individual client, located within the orange action bar.

Client information in Ubersmith is split into several tabs:

Contact Info

This tab collects all basic data about the client such as name, company, address, phone, fax, and email. The company name will be the primary title for the client, if a company is not entered the client's name will be shown throughout the system.

Billing/Invoicing

This tab is where you decide how a client will be billed. Ubersmith support two types of billing: assigning terms (grace period) and setting a static monthly due date.  A grace period is the number of days between the generation of an invoice and it's due date.

Retry Failed CC charges every: You can also decide how often a client's credit card will be retried, should it ever be declined. You can view the charges that are being retried in the charge queue manager.

Default Discount Level: The default discount level will automatically apply a discount to any new services added to the client. This is typically used for reseller discounts and preferred referrals. The discount level of any service can be changed before and/or after a service is entered into the system.

Custom Fields

You can define fields to collect custom information on any client. To create and edit custom fields, refer to Custom Client Data Fields in the Setup & Admin section.

To save your changes to the client, click Save at the bottom of the popup window.