To add a new Client, navigate to the client area and press 
to add a new client to Quartz.
Base information tab
Base information tab
Complete the required information and select Save
Client Number: Auto-assigned unique ID.
Client Name: Required – Enter the business name.
Address Line 1: Required – Enter the main address.
Address Line 2: Optional – Additional address info.
Country: Required – Select the client's country.
County/State: Optional – Enter if applicable.
Town/City: Optional – Enter if applicable.
Postcode: Required – Enter postcode/ZIP.
CAN/ABN/Company Number: Optional – Enter if available.
VAT Number: Optional – Enter VAT number if applicable.
Sales Ledger Code: Required – Enter the relevant ledger code.
Edit Candidate Timesheet: If checked, client users can edit candidate timesheets (rate type & units only). If not, they can only reject and request re-submission. Charge rate queries must go through your organisation.
Billing Contact
Billing Contact
Complete the required information and select Save
Name: Optional – Billing contact name. Populates the ‘Attention To’ field on sales invoices.
Position: Optional – Contact's job title.
Phone Number: Optional – Contact's phone number.
Fax Number: Optional – Contact's fax number.
Email Address: Required – Email for sending sales invoices. Multiple addresses allowed (separate with commas).
Settings
Settings
Complete the required information and select Save
Sales Tax: Required – Set to 20%, 0%, or a custom rate from Organisation Settings.
Payment Terms: Required – Enter number of days to calculate invoice due date (based on ‘Payment From’).
Payment From: Required – Choose how the due date is calculated:
Document Date: From invoice date (default).
Start of the Month: From start of timesheet month.
End of the Month: From end of timesheet month.
Calendar Monthly: Same day next month.
Billing Cycle: Required – Select Weekly or Monthly.
Purchase Order Required: On/Off – If ON, timesheets must have a linked PO (highlighted in red if missing).
Group By: Required – Choose invoice grouping method:
Timesheet: One invoice per timesheet.
Contractor: One invoice per contractor.
Client: One invoice per client.
Client and Location: One invoice per client location.
Override Start Day of the Week: Select a different start of the week for assignments under this client.
Authorise/Reject Timesheets via Email: Toggle ON to allow client users to authorise or reject timesheets directly from email.
Authorise/Reject Expenses via Email: Toggle ON to allow client users to authorise or reject expenses directly from email.
Invoice Note: Optional – Text entered will appear on all sales invoices.
Automatically Send Sales Invoice: On/Off – If ON, invoices are emailed automatically after batch completion.
Exclude Timesheets from Invoice PDF: Toggle ON to hide timesheet details from the invoice.
Exclude Timesheet Attachments from Invoice PDF: Toggle ON to prevent timesheet files from being attached to the invoice.
Include Timesheet Attachment Images in Invoice PDF: Toggle ON to embed timesheet images directly into the invoice PDF.
Separate Expenses: Generates separate PDF files for timesheets and expenses.
Bank Details: Enter custom bank details for this client (overrides organisation-level bank info).
API Settings
API Settings
Complete the required information and select Save
Location Settings
Location Settings
Complete the required information and select Save
Use this if the client has multiple branches.
Add client locations under the client record.
Select the location when creating assignments.
Invoices can be grouped per location (one per location).
Chaser Settings
Chaser Settings
Complete the required information and select Save
Automatically send reminder emails to Contractors who haven’t submitted their timesheets/ expenses or approvers who have not approved timesheets/ expenses
Enable Chasers: Tick to activate automatic reminders for Contractors at this Client.
Reminder Start Date: Select the first date & time to send reminders (e.g. Friday at 3 PM).
Reminder Frequency: Choose WEEKLY or MONTHLY, based on the Client’s timesheet cycle.
Weekly: Select specific day(s) of the week to send reminders (e.g. Monday, Wednesday).
Monthly: Enter date(s) of the month (1–30), separated by commas, for when reminders should be sent.
Compliance
Compliance
Complete the required information and select Save
Client Setup Complete:
Once all the above fields are filled out and saved, your client is fully set up in Quartz.