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Customer financial info and actions

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In order to properly streamline trading activities with a customer, it is important to set up the customer's financial data. There is no obligation to record this information, but it is recommended. Especially if you work with limits within the order process, it is important to record these for the customer. Other financial data can also be entered, including some general data such as Chamber of Commerce number, VAT number and so on.

Customers > Basic data > Customers.

Then open the customer for which you want to change the financial data by double-clicking on the customer in the overview. To set the financial data, you can click on the arrow on the right side of the field on the customer card financial.

Change financial information

Enter all relevant data in the module that is important to keep with the customer. Click on save to save the data.

Next Customer financial fields