Child pages
  • Your customers

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Info

If your customers are mostly companies, you should enable the B2B mode in order to get additional options: go to the "Customers" page of the "Preferences" menu, and choose "Yes" for the "Enable B2B mode" option.

The B2B mode adds a few company-specific fields:

  • Company. The name of the company.
  • SIRET. Its SIRET number (France only).
  • APE.  Its principal activity code (Activité principale exercée - France only).
  • Website. Its website.
  • Allowed outstanding amount. The amount of outstanding money that the company is allowed.
  • Maximum number of payment days. The number of days that the company is allowed.
  • Risk rating. Your risk rating of this company: Low, Medium or High.

Viewing a Customer's Information

...