New Client
Company Name
Email
Client Address
Invoice Address
Main Contact
Main Contact Job Title
Contact Number
Accounts Details
Accounts Contact
Accounts Contact Number
Accounts Contact Email
Company Registered Number
Credit Details
Credit Terms
Select
14 Days
28 Days
Invoice Frequency
Select
Weekly
Monthly
Invoice Format(s)
Select
PDF
Excel
CSV
Required fields on Invoice
Purchase Order
Cost Center
Other
Account Details
Anticipated Yearly Spend
Select
£0 - £50k
£50k - £100k
£100k - £250k
£250k - £500k
£500k - £1M
£1M - £2M
£2M - £4M
£4M+
Contact Name for Management Information
Contact Email for Management Information
Payment Method
Select
Direct Debit (Default)
Other (Discuss with Account Manager)
Seeking To Utilise Online System?
Select
Yes
No
Key Stakeholders Details
Contact Name for HR
Contact Email for HR
Contact Name for IT
Contact Email for IT
Contact Name for Internal Comms/Marketing
Contact Email for Internal Comms/Marketing
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