Client Report - Data Fields

Data fields available in the Client Report.

Field	Description
Auto Apply Available Balance (Yes/No)	For clients with a pre-payment balance, if set to "true" automatically apply the balance to new invoices.
Billing Address Attention	Text field denoting the intended recipient within an organization.
Billing Address City	The city name.
Billing Address Company Name	The company name.
Billing Address Country	The country name.
Billing Address Line 1	The primary address information (i.e. Street Address).
Billing Address Line 2	The secondary address information (i.e. Apartment Number or Floor).
Billing Address State/Province	The state or province name.
Billing Address Zip/PostalCode	The zip or postal code.
Billing Adjusted Discount %	The standard billing adjusted discount percent for the client.
Billing Cycle	Billing Cycles are used to determine when and how often clients should be invoiced. Each client and engagement can be assigned a billing cycle, and users can choose to create invoices only for engagements with a particular billing cycle.
Billing Instructions	The billing instructions associated with the client.
Client Message	A per-invoice message to appear on the invoice. This may include RTF markup.
Contract Discount %	The standard contract discount percent for the client.
Email Invoice Enabled (Yes/No)	The settings that control whether email distribution of invoices is enabled for this client, and if so, who the sender and recipients of the email are, the subject line, the email template and other related settings that are in effect.
Email Invoice From Display Name	The user identity that will be assigned to the "From" field in the invoice email
Email Invoice From Email Address	The email address the invoice email will be sent from
Email Invoice Handling	The invoice email type "P" to include invoice as a PDF "H" to embed invoice as HTML in email "W" to upload invoice to project workspaces and include a link in the email
Email Invoice Template	The invoice email template that will be used for this invoice
Invoice Content	The invoice content associated with the client. "B" for time and cost together "S" for separately
Invoice Scope	The invoice content associated with the client. "C" for client "N" for purchase order number "E" for engagement "P" for project
Invoice Template	The template to use for rendering invoices.
New Project Rate Card	The standard rate card identity for the client.
Payment Terms	The payment terms set up for the client.
Primary Client Inactive (Yes/No)	If set to true, the primary client is currently set to "Inactive"
Primary Client Name	The client name. This is a unique identifier for the client.
Primary Client Number	The client name. This is a unique identifier for the client.
Primary Client UID	The client Uid is a unique and immutable identifier for a client.
Purchase Order Number	The purchase order number for the client.
Render Receipts (Yes/No)	If set to 'true', receipts will be rendered on the invoice.
Time Billing Type	The time billing type: "D" for daily "H" for hourly
Use Default Rates (Yes/No)	If set to 'true', default rates will be applied for this client.