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.
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This article will explain the most common settings in the module. Once the customer has been created, you will see the customer profile page.
Last updated
Was this helpful?
Click the -button to add relevant data to the customer profile, e.g. bank account number, address, email and more.
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.
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.
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. ere.
The tab “Offers” gives the opportunity to review and send offers to customers. You can read more about
Define specific preferences for invoicing the specific customer. A full list of options can be seen in the tab itself, with accompanying descriptions of the different purposes they serve.
See invoices sent along with the respective payments. Payments can be received as OCR files if is activated under .
