Client object

A person or organization using your services. All projects are tied to a client in Ruddr.

Example

{
  "id": "4cacdf11-71d1-4fbb-90ee-b091803581b0",
  "key": "joes-shop",
  "name": "Joe's Shop",
  "code": "JOE",
  "currency": "USD",
  "notes": "Originally based out of Colorado.",
  "emails": [
    "joe@joesshop.com",
    "jane@joesshop.com"
  ],
  "streetAddress": "500 Main Street \nAtlanta, GA 43003",
  "invoiceDetailsSource": "custom",
  "paymentTermsId": "net_15",
  "invoiceSubject": "Invoice for Professional Services",
  "invoiceNotes": "Please remit payment via ACH to Bank: 009235923",
  "invoiceEmailSubject": "Invoice Ready for Your Review - Payment via ACH",
  "invoiceEmailBody": "Hi, \n\nAn invoice has been prepared for your review. Please remit payment via ACH to Bank: 009235923. \n\nThank you for your business!",
  "isInternal": false,
  "recordStatusId": "active",
  "createdAt": "2022-02-24T16:08:18.640Z",
  "practice": {
    "id": "40f95471-7f7c-4ffa-b838-8dcccab0f54a",
    "name": "Digital Transformation"
  },
  "owner": {
    "id": "db010cff-a6f6-4c4e-8160-b6b7562865ff",
    "name": "Cameron Howe"
  },
  "tags": [
    {
      "id": "8670e0fd-bd7a-457e-bec9-eff2b1c12b78",
      "name": "Tier 1 Client"
    },
    {
      "id": "032901d9-4a10-4ff7-af3a-a04ff6e6e606",
      "name": "Mid-Atlantic Region"
    }
  ],
  "useWorkspaceInvoiceDetails": false,
  "businessUnit": {
        "id": "0e8351ea-6b3c-4307-97cc-196448de0ef1",
        "name": "EU"
  }
}

Attributes

NameTypeDescription
iduuidThe unique identifier for the object.
keyslugA unique, URL-friendly identifier for the client.
namestringThe name of the client.
codestringThe client code.
currencystringThe currency code for the client.
notesstringAny notes that have been given.
emailsarray of stringsA list of invoice email addresses associated with the client.
streetAddressstringThe invoice street address of the client.
invoiceDetailsSourcestringA value used to set the source of the paymentTermsId, invoiceSubject, invoiceNotes, invoiceEmailSubject and invoiceEmailBody properties. Possible values are: "workspace", "custom" and "business_unit".
paymentTermsIdstringThe invoice payment terms. Can be any of the following values: "due_on_receipt" (Due on receipt), "net_10" (Net-10), "net_15" (Net-15), "net_30" ('Net-30), "net_45" ('Net-45), "net_60" ('Net-60), or "net_90" ('Net-90).
invoiceSubjectstringThe invoice subject.
invoiceNotesstringThe invoice notes.
invoiceEmailSubjectstringThe invoice email subject.
invoiceEmailBodystringThe invoice email body.
isInternalbooleanA flag used to identify the internal client for a workspace. This client is automatically created on workspace creation.
recordStatusIdstringThe status of the client object. Possible values are: "active" (Active) or "archived" (Archived).
createdAttimestampThe timestamp when the object was created.
practiceobjectA simple object to the related practice, if defined. See attributes.
ownerobjectThe workspace member who is assigned as the relationship owner. See attributes.
tagsarray of objectsThe list of associated tags. See attributes.
useWorkspaceInvoiceDetailsbooleanLegacy. This field is read-only.

A flag indicating whether the invoiceDetailsSource field is set to "workspace" or not.
businessUnitobjectA simple object to the related business unit, if defined. See attributes.

Practice attributes

NameTypeDescription
iduuidThe unique identifier for the object.
namestringThe name of the practice.

Member attributes

NameTypeDescription
iduuidThe unique identifier for the object.
namestringThe name of the member.

Tag attributes

NameTypeDescription
iduuidThe unique identifier for the object.
namestringThe name of the tag.

Business unit attributes

NameTypeDescription
iduuidThe unique identifier for the object.
namestringThe name of the business unit.