In this article we are going to show you the following:
- How to add accounts in Taimer Starter, Team and Business versions
- How to add contacts and details
- How to add invoicing address
Article classification
- Versions: Starter, Team, Business, Enterprise
- Requirements: Accounts rights
HOW TO ADD A NEW ACCOUNT
- Click on the Accounts tab, in the blue bar
- Click Add Account
- Fill in details as comprehensive as possible, will help you and others in the future
DETAILED EXPLANATION
- Name: Add customer name (company or a private person)
- Business ID: Add the identification number of the customer
- Type: Default type is set to Customer. Additionally remove it by clicking X and give it a new value
- Industry: Define the industry of the customer
- Phone: Add the main phone number of the customer
- WWW: Website of the customer
- Account Director: Add a member of your staff who takes charge of the customer
- Penalty interest (%): Give the penalty percentage of an overdue invoice
- Notice period: Days after the customer is being notified of an overdue invoice
- Terms of payment: Days within the invoice should be transactioned
- Account Group: Gather similar customers to groups
- Tag: Create tags for customers for more advanced grouping
HOW TO ADD CONTACT & INVOICING DETAILS
- Click on green plus-icon to Add new details
- New Contacts will automatically be added to contact list
- Tip: Add Invoicing address to accounts for smart invoicing
- Add e-invoicing details to be able to send e-invoices. See local operators here
DETAILED EXPLANATION
- Contact persons: Add information of the key contact person(s) of the customer
- Visiting addresses: Add visiting address(es) of the customer
- Invoicing addresses: Add invoicing address(es) of the customer. For adding e-invoicing details click the arrow pointing right.
RELATED ARTICLES
- Add a Project to Your Sales Funnel
- Create an Invoice
- How to invoice services, hours and expenses read more
GETTING STARTED, ALSO READ THESE ARTICLES
