Master Client

Question

I don't understand the use of MASTER CLIENT; please advise. Thanks.

Nancy Duhon · Accepted Answer

That's probably too big a topic to try to tackle in a bulletin board post, but ... 
 As a general rule: master clients are clients for whom you need to track multiple matters as separate accounts. They each get their own invoice number and have a separate balance. Payments are posted to each matter as well. The idea is you send a separate bill for each matter and get paid separately as well. To handle this, you can set up a Master client which is sort of a 'Parent,' and then several what are called Client.Project accounts as 'Child' accounts of the Master. That you then enter slips for and bill against. 
 If you look in the Help file for information on Client.Project you should find more details about it. 
 Hope this helps. 
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 Nancy Duhon, Esq. 
 Master Certified Consultant for Timeslips,Certified Consultant for Amicus Attorney and Credenza 
 Duhon Technology Solutions, LLC 
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 duhon@duhon.biz 
 404-325-9779 
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