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ElementData TypeDescriptionSample Data
ClientIDintInt32Client ID. For internal use only.114506
ClientNumberstringStringClient Number. Unique ID associated with the client record.C000117
ClientUidlongInt64Client Unique ID. For internal use only.1152921504606961482
ClientNamestringStringClient NameAcme 123
InactiveFlagbooleanBooleanSignifies of client is inactive."true" or "false"
ParentClientIdentityintInt32Parent Client ID. For internal use only.114505
AddressPwsAddressClient Address
BillingCycleIdentityPwsBillingCycleRefBilling Cycle Identity.
BillingInstructionsstringStringBilling instructionsThis client should be billed on the 15th of every month
ClientMessagestringStringClient MessageWe appreciate your business!
ClientMessagePlainstringStringClient Message in plain text formatWe appreciate your business!
InheritAddressFlagbooleanBooleanInherit address from parent client (if any)"true" or "false"
InheritBillingCycleFlagbooleanBooleanInherit billing cycle from parent client (if any)"true" or "false"
InheritBillingInstructionsFlagbooleanBooleanInherit billing instructions from parent client (if any)"true" or "false"
InheritClientMessageFlagbooleanBooleanInherit client message from parent client (if any)"true" or "false"

InheritInvoiceContentFlag

booleanBooleanInherit invoice content from parent client (if any)"true" or "false"
InheritInvoiceScopeFlagbooleanBooleanInherit invoice scope from parent client (if any)"true" or "false"
InheritInvoiceTemplateFlagbooleanBooleanInherit invoice template from parent client (if any)"true" or "false"
InheritPaymentTermFlagbooleanBooleanInherit parent term from parent client (if any)"true" or "false"
InheritPurchaseOrderNumberFlagbooleanBooleanInherit purchase order number from parent client (if any)"true" or "false"
InheritStandardRatesFlagbooleanBooleanInherit standard rates from parent client (if any)"true" or "false"
InheritTimeBillingTypeFlagbooleanBooleanInherit time billing type from parent client (if any)"true" or "false"
InvoiceContentstringStringInvoice Content

"B" for time and cost together

"S" for separately

InvoiceScopestringStringInvoice Scope

"C" for client

"N" for purchase order number

"E" for engagement

"P" for project

InvoiceTemplateIdentityPwsInvoiceTemplateRefInvoice Template Identity
NewClientNumberintStringNew Client Number
PaymentTermIdentityPwsPaymentTermRefPayment Term Identity
PurchaseOrderNumberstringStringPurchase Order NumberPO-1234
StandardBillingAdjustedDiscountPercentdouble
Standard Billing Adjusted Discount Percent7.25
StandardContractDiscountPercentdoubleDoubleStandard Contract Discount Percent0
StandardRateCardIdentityPwsStandardRateCardRefStandard Rate Card Identity
TimeBillingTypestringStringTime Billing Type

"D" for daily

"H" for hourly

TimestampstringStringRow version in Base64 formatAAAAAA9Dhpo=

UserDefinedFields

PwsUserDefinedFieldDetailClient User Defined Fields
InheritInvoiceEmailSettingsFlagbooleanBooleanInherit invoice email setting from parent client (if any)"true" or "false"
InvoiceEmailSettings PwsInvoiceEmailSettingsInvoice Email Settings
InheritRenderReceiptsFlagbooleanBooleanInherit render receipts flag from parent client (if any)"true" or "false"
RenderReceiptsFlagbooleanBooleanRender receipts flag"true" or "false"
AutoApplyAvailableBalanceFlagbooleanBooleanAuto apply available balance flag"true" or "false"
InheritAutoApplyAvailableBalanceFlagbooleanBooleanInherit auto apply available balance flag from parent client (if any)"true" or "false"
InheritTaxTypesFlagbooleanBooleanInherit tax types flag from parent client (if any)"true" or "false"
TaxType1IdentitystringStringTax Type 1 IDPST
TaxType2IdentitystringStringTax Type 2 IDGST
TaxType3IdentitystringStringTax Type 3 IDHST


Usage Example(s)

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