Client Detail
| Element | Data Type | Description | Sample Data |
|---|---|---|---|
| ClientID | int | Client ID. Internal use only. | 114506 |
| ClientNumber | string | Client Number. Unique ID associated with the client record. | CL1234 |
| ClientUid | string | Client Unique ID. Internal use only. | 1152921504606961482 |
| ClientName | string | Client Name | Projector PSA |
| InactiveFlag | string | Signifies of client is inactive. | true or false |
| ParentClientID | int | Parent Client ID. Internal use only. | 114505 |
| ClientAddress | Client Address | ||
| BillingCycleIdentity | Billing Cycle | ||
| BillingInstructions | string | Billing instructions | Please bill on the 15th of every month. |
| ClientMessage | string | Client Message | Thank you for your business. |
| ClientMessagePlain | string | Client Message in plain text format | Thank you for your business. |
| InheritAddressFlag | string | Inherit address from parent client (if any) | true or false |
| InheritBillingCycleFlag | string | Inherit billing cycle from parent client (if any) | true or false |
| InheritBillingInstructionsFlag | string | Inherit billing instructions from parent client (if any) | true or false |
| InheritClientMessageFlag | string | Inherit client message from parent client (if any) | true or false |
InheritInvoiceContentFlag | string | Inherit invoice content from parent client (if any) | true or false |
| InheritInvoiceScopeFlag | string | Inherit invoice scope from parent client (if any) | true or false |
| InheritInvoiceTemplateFlag | string | Inherit invoice template from parent client (if any) | true or false |
| InheritPaymentTermFlag | string | Inherit parent term from parent client (if any) | true or false |
| InheritPurchaseOrderNumberFlag | string | Inherit purchase order number from parent client (if any) | true or false |
| InheritStandardRatesFlag | string | Inherit standard rates from parent client (if any) | true or false |
| InheritTimeBillingTypeFlag | string | Inherit time billing type from parent client (if any) | true or false |
| InvoiceContent | string | Invoice Content | "B" for time and cost together "S" for separately |
| InvoiceScope | string | Invoice Scope | "C" for client "N" for purchase order number "E" for engagement "P" for project |
| InvoiceTemplateIdentity | Invoice Template Identity | ||
| NewClientNumber | int | New Client Number | |