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Setting up the Client Numbering System
Following these steps to set up your client numbering options:
Go to Maintenance > Preferences > Company Preferences and open the Clients tab.
In the Client Number Options section, choose when you want Stratus to assign the client number.
When Creating a New Client - The client number will be assigned when the client is created.
When Invoice or Session is Created - Stratus will assign the client number when an invoice or session is created for the client.
When Client Status is Set - Choose a status to have Stratus assign the client number when the client is changed to that status.
Do Not Assign Number - Stratus will not assign a client number.
Click OK to save your preferences.