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Setting up the Client Numbering System

Following these steps to set up your client numbering options:

  1. Go to Maintenance > Preferences > Company Preferences and open the Clients tab.

  2. In the Client Number Options section, choose when you want Stratus to assign the client number.

    • When Creating a New Client - The client number will be assigned when the client is created. 

    • When Invoice or Session is Created - Stratus will assign the client number when an invoice or session is created for the client.

    • When Client Status is Set - Choose a status to have Stratus assign the client number when the client is changed to that status.

    • Do Not Assign Number - Stratus will not assign a client number.

  3. Click OK to save your preferences.

See also

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