Customer profile page
This article will explain the most common settings in the module. Once the customer has been created, you will see the customer profile page.
Invoice preference
More importantly, you can choose preferred invoice type, as well as choose a specific External receiver if you don't want to use the customer email for invoices.
For Norwegian customers, you might prefer to send the invoice in an EHF format. The EHF receiver is retrieved from the customers organization number, which you can add under Company reg. no. when in Edit mode. Read more about EHF here.
Options in the customer's main page:
Use the Previous / Next-buttons in the top right corner to swiftly switch between customer profiles.
Merge duplicates
Finally, on the top right corner of the customer's main page, you'll find the option to merge new customers with existing customers in case of duplicates.
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