A client in Mabdeck is defined as the company on behalf of which any statements are being raised. A client can be set up in Mabdeck with custom settings, including any contact details, payment terms, and customer service contacts.
General Client Setup Information
You can add a client from the System Configuration page by clicking the Add Client button. This will open a setup form, where you will be asked to enter your client name, company address and start date. This will usually be the date from which you would like to start billing any properties underneath the client.
You will have the option to add a Company Number and VAT Number, and will also be required to set your Payment Terms at this stage. This is referring to the number of days after a statement has generated, that the payment will be due.
Further Billing Settings
You can also set up further billing settings at this stage. You are able to add a Customer Correspondence email from which to send automated emails, enable payment confirmation emails and choose whether to automatically publish Credit Control correspondence. For more information how to to set this up, please see our help article on Setting up a Customer Service Email Domain.
Additionally, for more information on Payment Confirmation Emails and the auto-publishing of Credit Control correspondence, check out our other articles.
You can choose a client logo on the setup form, which will populate a statement when it is generated, as well as being visible on the Consumer Dashboard portal. We accept both PNG and JPEG files. For further information on how to update branding colours and logo, please see our article on Dashboard Branding.
The main contact field will allow you to add in contact details for the Main Contact of the client. This can be used as a reference, so that if you need to get in touch with a client, their details will be saved in Mabdeck and easy to find!
The Customer Service Contact field will allow you to add in Customer Service Contact Details. This is something which will be visible to a consumer dashboard user, so that they can easily find information on how to get in touch with the customer service team. This information will also be required if you decide to use a Payment Provider through Mabdeck. For more information on this, please see our help article on Setting up a Payment Provider.
You will be required to add Client Bank Details if you are using Mabdeck's Direct Debit functionality. For further information on collecting Direct Debits through Mabdeck, please check out our help article on Setting up a Direct Debit configuration.
Once you have completed the Add a Client form, just click Add to save the client. This will appear in the list of available clients once successfully added!
Now that you have a client, you can add a network! Please see our Adding a Network article for details.