Customer settings page is divided into two sections: Billing details and Market segments.
Here you can define customer billing details that are used as a default for sales cases and projects. Some of these settings, like invoice template and payment terms, can also be found under project settings.
Select the desired invoice template and invoice language.
By default, invoices are created using the organization's default VAT percentage. If you have customers who are invoiced with a different VAT percentage, you can set the information here. Use reverse charge if you want to invoice the project tax-free.
Enter the einvoice address and einvoice operator code if the customer can receive electronic invoices. Only one set of electronic invoicing addresses can be defined for a customer (i.e., one customer card).
If invoicing is desired in a different currency, you can select it here. You can also choose a customer-specific price list created in the settings. This way, all new sales cases and projects automatically receive the correct currency and price list. The change does not affect existing sales cases or projects.
Select the desired time zone for the main office or headquarters.
If you have created your own custom fields for customers in Settings, the fields can be seen here.
Market segments are a way to group your customers and can be used for example for marketing and sales purposes. Here you can select in which market segments your customer belongs to. Market segments shown here are defined in Settings.
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