Edit customer information

Customers marked as active are selectable when you create invoices.

Exclusively for non-profit organisations and economic associations, this box allows you to separate your members from your customers.

Here, you indicate whether the customer should be registered as a company or a private individual. The choice you make determines whether the amounts on the sales invoice are shown including or excluding VAT.

The setting controls which language is used for the default texts on the invoice. Please note that articles only will be shown with their English designation if you have entered English text in the field Article name in English when creating articles. The setting will also apply for quote and order documents sent to the customer.

Apart from the default texts and the article names this setting controls which language is used for the standard texts found in Settings - Company settings - Other settings. When selecting English the standard texts used for documents and e-mails will be the ones entered as foreign texts.

A VAT number is made up of a country code followed by up to 12 digits or letters, depending on the country. Special characters are not allowed. The VAT number you enter here will be included on all invoices to the customer. If you will be invoicing without VAT to customers in other EU countries, the customer's VAT number must be indicated on the invoice. This is because VAT-exempt sales must be reported to the Belastingdienst in the report EU periodic VAT declaration.If the customer's VAT number is not specified on the invoice, Dutch VAT rules are applied.

Here you add the e-mail address to which this customer wants to receive their invoices. This address will be suggested when sending invoices by e-mail. This address will also be used as the default e-mail if you leave the other e-mail fields empty.

Here you add the e-mail address to which this customer wants to receive their orders. This address will be suggested when sending orders by e-mail.

Here you add the e-mail address to which this customer wants to receive their quotes. This address will be suggested when sending quotes by e-mail.

If your customer wants copies of the sent sales documents, you can add up to 5 e-mail addresses.

Choose the delivery terms you want to set for the customer. The delivery terms you choose here always apply when you register a new document for the customer. If you have customers abroad, it may be a good idea to be familiar with Incoterms, which is an international standard published by the International Chamber of Commerce (ICC).

Incoterms can be used for deliveries abroad to prevent misunderstandings related to factors such as cost and risk of shipping.

Choose the delivery method you want to set for the customer. The delivery method you choose always applies when you register a new document for the customer.

You fill in the delivery address here if it is not the same as the customer's postal address. The delivery address is shown on quotes and orders.

The payment term Cash is used when you are paid in cash.

Here you specify what currency the customer should be invoiced in.

Choose what account you want to appear on the sales invoice for each customer. If you choose primary operating account, the account will change accordingly if you change the Primary operating account under Settings - Company settings.

Choose a price list for the customer. When you create quotes, orders or invoices for this customer the prices will be fetched from this price list. Read more about sales price lists in the topic Sales price lists.

Choose a discount agreement for the customer. When you create quotes, orders or invoices for this customer the discounts will be fetched from this discount agreement. To stop using a discount agreement, choose Nothing selected. Read more about discount agreements in the topic Discount agreements.

If you want to set a discount for a customer you enter the discount percentage here. The discount will be deducted for all articles this customer is invoiced for.

Enter the IBAN of the debtor. If you use the direct debit extension, this account will be used on the invoice and in the direct debit file as the account number, from which the amounts to be collected will be debited.

Check this box when invoice payments from this customer will be collected by direct debit. This setting only applies to the Direct debit module.

This is the unique ID of the direct debit mandate between you and your customer. This field may contain a maximum of 35 characters. You can come up with the value yourself and include it in the mandate form sent to your customer. This setting only applies to the Direct debit module.

Indicate whether it concerns a Core (Standard) or B2B (Business) mandate. This setting only applies to the Direct debit module.

Indicate whether the direct debit will be a One-off or Recurring event. The status Recurring, final can be applied to the last direct debit within a recurring mandate (but this is often not mandatory). This setting only applies to the Direct debit module.

For debtors from a SEPA area outside the EU, you enter the BIC of the debtor's bank. For debtors within the EU, the BIC is not mandatory and this field will not be editable. This setting only applies to the Direct debit module.

Enter the signing date of the mandate. This setting only applies to the Direct debit module.

If applicable, enter the end date of the direct debit mandate. Invoices with a due date after this date are no longer regarded as direct debit invoices. This setting only applies to the Direct debit module.

If invoices have previously been collected from the debtor, the date of the last direct debit is shown here. This setting only applies to the Direct debit module.