Client Templates

Entities > Client > Client Templates

Client Templates are pre-stored so they can be used to create new clients more efficiently. A Client Template can be created with common settings like, bank accounts, initial actions, charge exceptions, trust refund rules, commission rates, payment allocation rules and more. Because there are so many variables when creating a new client, client templates can be used to automatically apply these variables, leaving the operator to simply enter the client specific details.

Creating a new Client Template

A client template code must be unique. Enter your new client template code in the "Code" field.

IMPORTANT: The code should not contain any spaces or characters other than letters or numbers; except a full stop.

Fill out all client template in the same way you would create a new client, then click “Save” to save. Refer to the section of this user guide that refers to setting up a new client.