Enable AR Accounts for Clients within the Client Editor panel
Creating an AR Account (Accounts Receivable account) for a Client has just been made easier (same process as Businesses).
Within the Client Editor panel, the Activate Account Receivable flag has been introduced for Clients.
To search for a client, either click on the Search button to enter in the client's name and click Search.
Within the Selected Client box, click on the Edit button to be directed to the Client Editor panel; or scroll down to the bottom of the Availability Grid page to expand out the Client Editor panel.
Click on the Search button to search for the entered Client name.
In the displaying Client's file, tick on the Activate Account Receivable flag and an AR Account is instantly created for the Client. This is desiged to save you time from needing to go to the AR Review/Aging panel and searching for the client to create an AR Account.
Creating AR Accounts for Clients
This feature will be available after the next Update.