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Client Settings

The Client Settings page in Xagle allows you to manage and customize important details for each client account. These settings help you control how the client is tracked, billed, and categorized within your system.

This tab houses properties most often set once, or not changed often, such as:

  • Whether the client is active (Yes or No). A strikethrough also identifies inactive clients in the client list.
  • The client's invoice prefix. Clients can have a custom invoice prefix, used with the {INVOICE_PREFIX} field within System>Groups. If no custom prefix is set, a prefix will be auto-generated.
  • Whether a client should be emailed payment receipts.
  • Default Currency
  • Language - this will change the language in which their invoices are displayed as well as the language that is displayed when the client logs into the Client Center.
  • Timezone - When set, it provides a handy reference that displays the client's current time on the main client tab.

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