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Client Types

In the Client Types section, individual fields can be configured for each client type.

Client Types

Example:

For a client with the type Company (legal entity), you can add the following fields:

  • Bank account
  • Tax ID / Registration Number
  • Legal address

Such data is not required for Individuals, so those fields can be hidden for them, and their own specific fields can be set.

Client Type Cards

How to Configure a Client Type

Section titled “How to Configure a Client Type”
  1. Go to Settings → Client Types.
  2. Select the desired type from the list.
  3. In the client type card, edit the name and specify the associated fields.
Section titled “How to Link a Newly Created Field to a Client Type”
  1. Open the Settings section.
  2. Go to the Client Types tab.
  3. Select the desired type (e.g., Individual or Company).
  4. Link the necessary field to the selected client type.

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Section titled “You might be interested in:”