Once a Client and Bill-to number have been established from the completed Bill Info screen, they will appear in the title bar of the Client Form, along with an Entered date and Updated date. These are very helpful in identifying Clients while the form is in a minimized state.
Client form with the Title Bar circled
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If you are ever uncertain about the type of file you are viewing, remember to look at the title bar. It will provide valuable information. In the case of the Client record, if there is both a client number and a bill to number, this indicates that the Client’s Bill To screen contains the information required to generate invoices for this client.