The organisation record

An organisation’s record pulls together everything about it: its details, contacts, billing, linked clients, invoices and contracts.

Details and billing

Edit the organisation’s address, phone, email and notes. Schools also show their school type and a live link to the Ofsted report. Under billing, set the billing email, payment terms (in days) and billing address — these feed invoices you raise to the organisation.

Contacts

Add, edit and remove contacts. When someone leaves, choose End to move them to a Former contacts list, so the record keeps its history without cluttering your current contacts.

Linked clients

The record lists the clients placed at this organisation — current and former — with year group and start/end dates, each linking through to the client.

Invoices and contracts

See the invoices you’ve sent this organisation (with status), and use the shortcut to create an invoice pre-filled for it. Contracts appear here too — see Contracts.

Caution

You can’t delete an organisation while clients are still linked to it — unlink them first. This protects the client history tied to that placement.