Invoices are processed and sent separately from the contract. During the contract process, the customer can indicate which email address the invoice should go to and in whose name and at which address it should be addressed. This way, the contract details and invoice details remain clearly separated.
The invoice details can be found during the contract process under Invoice Address. The customer can choose which details apply to this booking.
Choices for the customer
- Same as client
The invoice is addressed to the client who signs the contract. - Different email address
The customer can provide a separate email address for invoices, such as that of the administration. The invoice details remain the same as those of the client. - Use a different address
The customer can provide a different invoice address. The customer can fill in, among other things, company name, contact person, email address, address, city, country, and VAT number.
Assessing different details
When the customer provides a different email or invoice address, you will see this change when you review the contract. You then determine what happens with the change.
- With a different email address, you can update this email address on the relationship, or reject the change.
- With a different invoice address, you can add the details as a new relationship, update an existing relationship, or reject the change.
- Do you want the chosen invoice relationship to also become the standard for future bookings of this customer? Then check Set as default invoice relationship for this customer.
A different invoice address does not automatically become the standard for all subsequent bookings. To choose this during the review, select Set as default invoice relation for this customer.
Setting the default invoice relation
You can also predefine which other relationship will automatically receive the invoice. Edit the relation and set the Invoice Relation.
This invoice relation will be automatically used when you create a new booking for this customer afterwards. Existing bookings will not be adjusted. If a different invoice relationship should apply for an existing booking, open that booking and adjust the invoice relation on the Financial tab.
Good to know
A different email address is not a different relation. Choose Different email address when only the recipient of the invoice changes. Choose Use a different address when the invoice must be in the name and address of another relation.