Clients

Description

With the status button Clients becomes an address the property Clients assigned.

You can then display your clients on a tile on the address start page. The status is also a search criterion in the comfort search and the expert search.

As long as the status Clients, contractor or Employees is active, the address cannot be deleted.


Application

To mark an address as a client, open the desired address and click in the menu Addresses on the button Clientsso that the area has a yellow background.

If the font and the associated symbol are grayed out, you do not have the right to assign or remove this property.
Only users with the User right Edit employee / user can assign and remove the properties.



When you select the property, the tab becomes the address Clients displayed.


Enter further information about the customer here, such as customer no. and dunning.

FeldDescription
Clients
bill addressInvoices for this client are automatically sent to the address specified here. The default is Postal address of this address set, ie the outgoing invoices for this client are sent to his postal address.
Should the invoices for this client be sent to a different billing address be directed, select them here. All of them are available to the client Parent or subordinate addresses.
Debtor no.Transfer the data of your outgoing invoices and incoming payments to external parties via the accounting interface Financial accounting software, enter the debtor no. that is assigned to the client in the financial accounting program.
Supplier no.For your information, you can enter the number that is assigned to your company at the client.
Settings e-bill Germany
Account details for e-billChoose Your bank details, the bank details that are used by default for issuing e-bills to this client.
Route IDWear the Route ID that the client has communicated to you for invoicing by e-invoice. When you create a new LV for this client, this is saved in the Course basic data pre-assigned.

Further steps