This window allows you to enter the details of one of your clients.
Although TurboLaw® Time and Billing can save many different types of information regarding your client, at a minimum you must enter a name (either personal or company) before you can save a client.
The enter client window consists of several different sections.
You can enter the first, middle, and last name of your client. You can also enter the name of the company your client works for, or just the name of the company if the company itself is your client.
Note: In order to save a client, you must fill in at least one name field.
You can enter the address of your client here. Type the address as you would like it to appear on bills and statements. If you are going to use the address printed on bills and statements as the delivery address for sending bills and statements through the mail, make sure the addresses you enter meet your postal system's requirements.
TurboLaw® Time and Billing allows you to enter up to 3 phone numbers for each client. Although they are labeled as Home, Work, and Cell (or Other), you can enter whatever number you need. (For example, you could instead type a client's fax number in the work field).
You can also enter your client's email address. TurboLaw® Time and Billing only allows you to save one email address per client.
These fields are for your own reference only; TurboLaw® Time and Billing does not use the information you enter in any way.
If you already have an ID number for your customer, or if you want to use your own customer / client ID scheme, you can type whatever ID number you like in this field.
TurboLaw® Time and Billing will still assign a unique ID number to your client, regardless of whether you enter your own customer ID or not. However, if you enter your own customer ID number, TurboLaw® Time and Billing will display that number instead. You can also search for clients using your own customer ID number, or TurboLaw® Time and Billing's ID number.
If you are entering your own customer ID you do not have to use numbers exclusively; you can include letters and other symbols if desired.
If you wish, you can assign a finance charge rate to your client, along with terms that dictate how long after a bill is generated it becomes "overdue" and finance charges begin to apply.
You can change the default values that TurboLaw® Time and Billing uses for new clients in the Settings window.
You can see the status of your client's account here. The outstanding balance, along with any time you've entered but have not yet billed for, is shown here. You cannot directly edit these values; they are for display purposes only.
You can enter whatever notes you wish in this box.
Because a client is the centerpoint of activity in TurboLaw® Time and Billing, you can access almost every function from the client window. Unlike other windows in TurboLaw® Time and Billing, the client window has two toolbars - a main toolbar and an activity toolbar.
The main toolbar contains the standard Save, Print, Delete, Previous, and Next buttons.
The activity toolbar contains all the "activities" you are likely to need when working with a client.
Clicking the Time/Work button will drop down a menu, where you can select Enter Time to make a new time entry, or Edit Time/Work, where you can see the list of time/work that has been performed for this client and edit any entries you wish.
Clicking the Expenses button will drop down a menu, where you can select Enter Expense to make a new expense entry, or Edit Expenses, where you can see the list of expenses that have been entered for this client and edit any entries you wish.
Clicking the Payments button will drop down a menu where you can select Enter Payment to enter a new payment, or Edit Payments, where you can see the list of payments that have been entered for this client and edit any entries you wish.
Clicking the Matters button will drop down a menu where you can select New Matter to enter a new matter, or Edit Matters, where you can see the list of matters that have been entered for this client and edit any entries you wish.
Clicking the Stopwatch button will open the Stopwatch window.
Clicking the Account History button will open the Account History window, which allows you to see the history of bills, statements, and payments for this client.
Clicking the Create Bill button will open the Create Bill window and create a new bill for this client.
Clicking the Create Statement button will open the Create Statements window.
This drop-down button allows you to import just one client from either TurboLaw or Microsoft Outlook.
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