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ElementData TypeDescriptionSample Data
ClientIdInt32Client ID. For internal use only.
ClientNumberStringClient Number. Unique ID associated with the client record.C000117
ClientUidInt64Client Unique ID. For internal use only.1152921504606961482
ClientNameStringClient NameAcme 123
InactiveFlagBooleanInactive Flag"true" or "false"
ParentClientIdentityInt32Parent Client ID. For internal use only.114505
AddressPwsAddressClient Address
BillingCycleIdentityPwsBillingCycleRefBilling Cycle Identity.
BillingInstructionsStringBilling instructionsPlease bill on the 15th of every month
ClientMessageStringClient MessageWe appreciate your business!
ClientMessagePlainStringClient Message in plain text formatWe appreciate your business!
InheritAddressFlagBooleanInherit address from parent client (if any). Please see for additional rules regarding inheritance Inheritance."true" or "false"
InheritBillingCycleFlagBooleanInherit billing cycle from parent client (if any). Please see additional rules regarding Inheritance."true" or "false"
InheritBillingInstructionsFlagBooleanInherit billing instructions from parent client (if any). Please see additional rules regarding Inheritance."true" or "false"
InheritClientMessageFlagBooleanInherit client message from parent client (if any). Please see additional rules regarding Inheritance."true" or "false"

InheritInvoiceContentFlag

BooleanInherit invoice content from parent client (if any). Please see additional rules regarding Inheritance."true" or "false"
InheritInvoiceScopeFlagBooleanInherit invoice scope from parent client (if any). Please see additional rules regarding Inheritance."true" or "false"
InheritInvoiceTemplateFlagBooleanInherit invoice template from parent client (if any). Please see additional rules regarding Inheritance."true" or "false"
InheritPaymentTermFlagBooleanInherit parent term from parent client (if any). Please see additional rules regarding Inheritance."true" or "false"
InheritPurchaseOrderNumberFlagBooleanInherit purchase order number from parent client (if any). Please see additional rules regarding Inheritance."true" or "false"
InheritStandardRatesFlagBooleanInherit standard rates from parent client (if any). Please see additional rules regarding Inheritance."true" or "false"
InheritTimeBillingTypeFlagBooleanInherit time billing type from parent client (if any). Please see additional rules regarding Inheritance."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
NewClientNumberStringNew Client Number
PaymentTermIdentityPwsPaymentTermRefPayment Term Identity
PurchaseOrderNumberStringPurchase Order NumberPO-1234
StandardBillingAdjustedDiscountPercent
Standard Billing Adjusted Discount Percent7.25
StandardContractDiscountPercentDoubleStandard 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). Please see additional rules regarding Inheritance."true" or "false"
InvoiceEmailSettings PwsInvoiceEmailSettingsInvoice Email Settings
InheritRenderReceiptsFlagBooleanInherit render receipts flag from parent client (if any). Please see additional rules regarding Inheritance."true" or "false"
RenderReceiptsFlagBooleanRender receipts flag"true" or "false"
AutoApplyAvailableBalanceFlagBooleanAuto apply available balance flag"true" or "false"
InheritAutoApplyAvailableBalanceFlagBooleanInherit auto apply available balance flag from parent client (if any). Please see additional rules regarding Inheritance."true" or "false"
InheritTaxTypesFlagBooleanInherit tax types flag from parent client (if any)"true" or "false"
TaxType1IdentityPwsTaxTypeRef

TaxType2IdentityPwsTaxTypeRef

TaxType3IdentityPwsTaxTypeRef

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