On the Customer settings page found on the customer card, you manage information related to your customers’ billing and grouping. With customer-specific settings, you ensure that projects and sales cases immediately receive the correct billing and grouping details. Manage the following customer-specific settings via the settings page:
✔️ Customer billing information
✔️ Market segments
✔️ Customer custom fields (Platinum and Enterprise)
Billing details
In this section, you define the customer billing information that is used by default for all new sales cases and projects. Changes are not applied retroactively to invoices that have already been created. Note that, for example, the invoice template and payment terms can be defined on a project-specific level.
Invoice template and language selections
Select the invoice template and invoice language that best suit the customer. These choices affect how the final invoice appears to the customer.
Payment terms and overdue interest
Define the customer’s Payment terms and Overdue interest if they differ from the company’s default settings. By default, invoices use the default settings defined in the company settings.
Taxation and VAT settings
By default, invoices are created using the organization’s general VAT percentage. If the customer is invoiced with a different percentage, define it here. Use reverse charge if you want to invoice the project without tax. Changing the default VAT for billing does not change the VAT percentage of unpaid instalments and travel expenses.
Einvoice details
Enter the einvoice address and einvoice operator code. Note that only one einvoice address can be defined for a single customer card. Enter the details in the correct format and make sure that no extra characters, such as spaces or special characters, end up in the text field.
Pricing, currencies and price lists
If your organization has the Multi-currency add-on enabled (Platinum and Enterprise), and the customer billing occurs in a currency other than the default currency, select the correct currency here. You can also enable a specific price list for the customer, so that new projects automatically receive the correct prices. This setting does not affect projects that have already been created.
Defining the time zone
Select the desired time zone for the customer.
Market segments and custom fields
Market segments
With market segments, you can classify customers, for example, for marketing or sales reporting purposes. Use the checkboxes to select the segments to which the customer belongs. The names and types of the segments are defined centrally in the system’s general settings.
Custom fields
If your organization has the Custom fields add-on enabled (Platinum and Enterprise), e.g. for agreement numbers or special identifiers, they are visible and can be edited in this section.
Keywords: Customer settings, Billing details, Market segments, Invoice template, Taxation, Electronic invoicing, Pricing, Currency, Custom fields
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