Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

ElementData TypeDescriptionSample Data
ClientIDintClient ID. For internal use only.114506
ClientNumberstringClient Number. Unique ID associated with the client record.CL1234
ClientUidstringlongClient Unique ID. For internal use only.1152921504606961482
ClientNamestringClient NameProjector PSA
InactiveFlagstringbooleanSignifies of client is inactive."true" or "false"
ParentClientIdentityintParent Client ID. For internal use only.114505
AddressPwsAddressClient Address
BillingCycleIdentityPwsBillingCycleRefBilling Cycle Identity.
BillingInstructionsstringBilling instructionsPlease bill on the 15th of every month.
ClientMessagestringClient MessageThank you for your business.
ClientMessagePlainstringClient Message in plain text formatThank you for your business.
InheritAddressFlagstringbooleanInherit address from parent client (if any)"true" or "false"
InheritBillingCycleFlagstringbooleanInherit billing cycle from parent client (if any)"true" or "false"
InheritBillingInstructionsFlagstringbooleanInherit billing instructions from parent client (if any)"true" or "false"
InheritClientMessageFlagstringbooleanInherit client message from parent client (if any)"true" or "false"

InheritInvoiceContentFlag

stringbooleanInherit invoice content from parent client (if any)"true" or "false"
InheritInvoiceScopeFlagstringbooleanInherit invoice scope from parent client (if any)"true" or "false"
InheritInvoiceTemplateFlagstringbooleanInherit invoice template from parent client (if any)"true" or "false"
InheritPaymentTermFlagstringbooleanInherit parent term from parent client (if any)"true" or "false"
InheritPurchaseOrderNumberFlagstringbooleanInherit purchase order number from parent client (if any)"true" or "false"
InheritStandardRatesFlagstringbooleanInherit standard rates from parent client (if any)"true" or "false"
InheritTimeBillingTypeFlagstringbooleanInherit time billing type from parent client (if any)"true" or "false"
InvoiceContentstringInvoice Content

"B" for time and cost together

"S" for separately

InvoiceScopestringInvoice Scope

"C" for client

"N" for purchase order number

"E" for engagement

"P" for project

InvoiceTemplateIdentityPwsInvoiceTemplateRefInvoice Template Identity
NewClientNumberintNew Client Number
PaymentTermIdentityPwsPaymentTermRefPayment Term Identity
PurchaseOrderNumberstringPurchase Order NumberPO-1234
StandardBillingAdjustedDiscountPercentfloatdoubleStandard Billing Adjusted Discount Percent7.25
StandardContractDiscountPercentfloatdoubleStandard Contract Discount Percent0
StandardRateCardIdentityPwsStandardRateCardRefStandard Rate Card Identity
TimeBillingTypestringTime Billing Type

"D" for daily

"H" for hourly

TimestampstringRow version in Base64 formatAAAAAA9Dhpo=

UserDefinedFields

PwsUserDefinedFieldDetailClient User Defined Fields
InheritInvoiceEmailSettingsFlagbooleanInherit invoice email setting from parent client (if any)"true" or "false"