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In the Identification section you will find several general details about the relation file.
Some specific fields:
Status: The status indicates the type of relationship. You can choose between a prospect, a customer, your own company or 'other'. Relations that are only contacts of other relations file are best put on ‘other’.
Short / commercial name: Can be put next to official name
Relation type: Company / Sole proprietor / Person
End date relation: If there is no longer any registration allowed for a relationship, you set the end date. From...
Accounting no.: The reference to this relation file in your accounting software.
Tags: with tags you can assign a relation file to different groups.
Remark: Enter your free comments here.
File responsible / File assistant: Indicate here who enters these profiles for this relation file. Tasks can therefore automatically be assigned to these people from the Task Templates.
Communication channelsAll the means you can use to contact this relation. If no contact is linked to this relation, the email address and phone number with a black star in the front are shown in the banner at the top of the relation file.
Here you can control how invoices (or other communication) are sent.
Link other relation files to this relation. The type of the link can be: contact, beneficiary, representative, director, partner. The most important contact can be indicated with the black asterisk. This data will be shown on the banner at the top of this relation file.
This section is visible only in relation files having the status Customer.
You will see what can be invoiced and the settings and data for drawing up invoices for this customer.
You can set a discount for this customer: this discount will be applied to each of his invoices. You can still change this while creating an invoice.
If you set a label at "Tag for prices", when making registrations preference will be given to the price with the same label. This way you can set different prices for different customer groups. You can find more about this under Change price list. You will be able to choose an existing label here. Adding a new label is only possible in the price list or in the identification section.
If you want to add a text to each invoice for this customer, insert it into "Invoice text". E.g.: “Exempt of VAT by article art. 39 W. BTW”.
If, for all of your customers, you want to add the same text on your invoices (e.g. "Season's greetings!"), insert this text in General settings > Invoice PDF creation > Invoice text.
In this section you can also set up invoice planning and planned registrations. This is explained on the help page about invoicing.