Client
The Client tab gathers the contracting and billing settings of the workspace: the styling of the commercial documents generated from contracts, and the value lists offered when filling in a contract.
Settings → Workspace → Client
The tab is restricted to workspace administrators — it does not appear on a read-only workspace.
Pre-invoice
Customisation of the pre-invoice document generated from contracts.
| Field | Purpose |
|---|---|
| Document title | The title printed at the top of the document (default "Pre-invoice") |
| Header | Text block shown under the title — typically your company details and legal mentions |
| Footer | Bottom-of-page text block |
The default footer says so explicitly: it is an indicative document generated by FoxPlan. Legal invoicing remains the responsibility of your accounting tool.
Quote / Pre-contract
The summary of a contract's products is titled "Quote" or "Pre-contract" depending on the commercial state of the contract. Since the two documents do not address the same audience, each has its own styling:
- Quote title, Quote header, Quote footer
- Pre-contract title, Pre-contract header, Pre-contract footer
These six fields follow the same logic as the pre-invoice ones.
Payment terms
The list of terms offered in the contract description (30 days, 45 days end of month, on receipt…).
Each row has:
- a free label,
- an Active checkbox,
- a bin to delete it.
Billing terms
The list of terms offered on contracts, to be chosen according to the contract type:
| Term | When | Typical contract type |
|---|---|---|
| In arrears | After delivery | Time and materials |
| In advance | Upfront | Subscriptions, recurring |
| Milestone billing | Along milestones | Fixed price |
Same entry structure as the payment terms: label, Active checkbox, bin.
The rule to know: deactivate rather than delete
For both lists, an item used by a contract cannot be deleted. The server refuses the deletion and returns an explicit message.
This is intentional: erasing a term would make the contracts referring to it unreadable. To remove a value from future choices without touching the existing ones, untick its Active checkbox — it disappears from the dropdowns and current contracts keep their value.
Saving
Careful, the tab has two separate saves:
- the Pre-invoice and Quote / Pre-contract blocks follow the Save button of the workspace action bar;
- both lists have their own Save lists button, at the bottom of the tab.
Remember to use both if you changed the documents and the lists.