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Debtors are automatically created in Coachview the moment you register a request. However, it may be desirable to modify or supplement the data.
Via the company or personal file you can see whether a company or person has been created as a debtor in Coachview.
Click on this link to open the debtors file.
You do this with the help of the function group 'Financial' and the function 'Debtor'.
Fill in the following details:
|Debtor number||Automatically created by Coachview.||Yes|
|Debtor numberextern||Record the debtor number from your accounting system yourself.||No|
|Company||Name of the company, the company is debtor.||No|
|Person||If no company is filled in, the person is debtor. If a company is filled in then the person is the contact person.||No|
|Method of sending invoices|
If a debtor is created automatically, the option 'Unknown' is selected. You can change this yourself per debtor.
Via the parameter 'DebtorStandardVerzendwijzeFactuur' you can set the standard shipping method to '1: unknown, 2: email or 3: print'.
If you register via your website or the training portal, you can let the participant determine this via the web question.
|E-mailaddress||Define the default e-mail address to which invoices should be sent:|
|Additional e-mail address||Additional e-mail address.||No|
|Bank account number||The bank account number.||No|
|Account name||Name of the bank account holder.||No|
|BIC-code||Each bank has a unique code for international payments. That code is called the BIC, also called SWIFT address. This code does not apply to payments in euros within Europe (SEPA countries).||No|
The International Bank Account Number (IBAN) needed to transfer money at home and abroad.
When saving, Coachview checks the filled in IBAN code.
|VAT number||VAT identification number.||No|
|Payment term||If the payment term deviates from your standard, you can fill it out here. Payment term is in days.||No|
|Payment method||Choose from the list of payment methods.||No|
|Intern||With a check mark you can indicate that it concerns an internal debtor.||No|
|General ledger account||Choice from the list of general ledger account numbers.||No|
|Exported||If you have a link to an accounting system and the debtor has been exported, a tick mark and 'Yes' will appear. You now also see an export date, time and batch number.||No|
|Confirmed||If you have a link to an accounting system and the debtor has been accepted by the accounting system, then there is a check mark and 'Yes'. You will now also see an acceptance date, time and batch number.||No|
Click on 'Save' or 'Save & Back' to save the Debtor.
Click 'Edit' and 'Delete' to delete it. Deleting is only possible if this debtor has not yet been used in Coachview.