Company/contact billing details are the legal data of a company (a legal entity or sole proprietor) or a contact (an individual entity), whose cards are stored in the CRM database. This data can be automatically pulled into the document when it is generated, in case the template is correctly created and the character codes for the details are used correctly as well.
The first way to add billing details
In the card of the specific company or contact, in the Billing details field, click the Add button.
The form for creating billing details will open.
Here you need to fill out all the fields. About each of them below.
The name is the one that will be saved for the billing details of a company/contact in the system. You can enter any name you want. But this field is required, without it you will not be able to create and save billing details.
A template is a specific set of fields that must be filled out. The template takes into account the country where the activity is carried out as a regional feature. The same applies to legal aspects, that is, which data characterizes a legal entity or sole proprietor, and which data characterizes an individual entity.
💡In order for the desired template to become available in the list, it must be added in the settings.
🔍 You can read more about the templates of billing details in the following article.
Use the billing details as the main ones - these billing details of a company or contact will be used and automatically pulled up when generating new documents.
💡If you are creating your first company or contact billing details, the checkbox will be highlighted in gray. This means that the settings cannot be changed at this time. Billing details will automatically be used as main ones.
If there are already at least one billing details for this company or contact, you can manage this setting. And select whether to activate the checkbox or not. That is, whether the newly created billing details will be used as the main ones or not.
General information
If you have selected a template for a Legal entity or a Sole proprietor, you need to fill out the following field values:
Company name
VAT ID
Address
If you have selected a template for an Individual entity, you need to fill out the following fields:
First name
Last name
Address
Payment details
In addition to general legal data about the company/contact, you can add payment details. To do this, click on the corresponding button.
A block will open where you need to fill out the fields.
The title is required. And for others, there is a choice whether to fill them out or not. So you can add payment details for a company or contact:
🟣 SWIFT is a unique bank identifier in international financial transactions. For example, the SWIFT code of Bank of America has the format BOFAUS6SXXX and is used to identify the bank in the case of international money transfers and payments through the SWIFT system.
🟣 IBAN - international bank account number.
🟣 Bank name - the name of the bank in which your company has an account.
And the Use as the main setting means that these company or contact payment details will be automatically pulled when generating new documents.
💡If you are creating your first billing details of Space, the checkbox will be active at once. It is not possible to remove it. That is, this means that now these payment details will automatically be used as the main ones.
If, for example, a company or contact has several payment details, because they are served by several banks at the same time, you can add another one as well. To do this, click on the corresponding button.
And again fill out the required fields.
💡Please note that when adding additional payment details, you can already manage the Use as the main settings.
Select which of the created ones will be automatically pulled into the documents by the system.
Saving and displaying details in the card
So, when everything is ready, you need to click Save.
The billing details will be immediately displayed on the company or contact card in the corresponding field.
💡With the Add button, you can create another set of billing details for this company or contact.
Just follow all the actions that were described above.
As a result, the element card will store all the sets of billing details that you have created for it. To view them, click on the All button.
To see not only legal data about the client, but also their payment details, it is enough to click on their name, which is highlighted in purple. Then this block will expand.
💡 Here, click Add payment details if you want to create more.
The second way to add billing details
You can also add billing details for a company or contact while working in the deal card. But on one condition. In order for the addition to become available, at least one billing detail must already exist for the contact or company.
Then the process of creating billing details is the same as described above.
💡The same applies to payment details.
🔍 You can read more about the features of client billing details in CRM and their use in the following article.
If you have additional questions or you need to contact the support, send a request to this email [email protected]