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Client Detail

ElementData TypeDescriptionSample Data
ClientIDintClient ID. For internal use only.114506
ClientNumberstringClient Number. Unique ID associated with the client record.CL1234
ClientUidstringClient Unique ID. For internal use only.1152921504606961482
ClientNamestringClient NameProjector PSA
InactiveFlagstringSignifies 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.
InheritAddressFlagstringInherit address from parent client (if any)true or false
InheritBillingCycleFlagstringInherit billing cycle from parent client (if any)true or false
InheritBillingInstructionsFlagstringInherit billing instructions from parent client (if any)true or false
InheritClientMessageFlagstringInherit client message from parent client (if any)true or false

InheritInvoiceContentFlag

stringInherit invoice content from parent client (if any)true or false
InheritInvoiceScopeFlagstringInherit invoice scope from parent client (if any)true or false
InheritInvoiceTemplateFlagstringInherit invoice template from parent client (if any)true or false
InheritPaymentTermFlagstringInherit parent term from parent client (if any)true or false
InheritPurchaseOrderNumberFlagstringInherit purchase order number from parent client (if any)true or false
InheritStandardRatesFlagstringInherit standard rates from parent client (if any)true or false
InheritTimeBillingTypeFlagstringInherit 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
StandardBillingAdjustedDiscountPercentfloatStandard Billing Adjusted Discount Percent7.25
StandardContractDiscountPercentfloatStandard Contract Discount Percent0
StandardRateCardIdentityPwsStandardRateCardRefStandard Rate Card Identity
TimeBillingTypestringTime Billing Type

"D" for daily

"H" for hourly

TimestampstringRow version in Base64 formatAAAAAA9Dhpo=

UserDefinedFields

ArrayOfPwsUserDefinedFieldDetailPwsUserDefinedFieldDetailClient User Defined Fields