Setting up receivable client status

Use the client status to provide information about your clients such as sales cycles, credit limits, or other client characteristics. You can even design the status settings to separate client prospects, current clients, and past clients.

Example 1: Using client status settings for credit limits

Client Status #	Status Name
1	No Credit
2	Credit Limit $1000
3	Credit Limit $2000
4	No Credit Limit

Example 2: Using client status settings for current and past clients

Client Status #	Status Name
1	Contact
2	Prospect
3	Current Customer
4	Customer 2–5 Years Ago
5	Customer 6–10 Years Ago
6	Do Not Accept Contract Again

To set up client status:

Open 3-6 Receivable Clients.
Next to the Status list, click the detail button.
For each status.
1. In the Client Status# text box, enter the status number.
2. In the Status Name text box, enter a description of the client status.
On the File menu, click Save.