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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.

Define debtors.

You do this with the help of the function group 'Financial' and the function 'Debtor'.

Fill in the following details:

Field nameDescriptionMandatory?

Debtor numberAutomatically created by Coachview.Yes
Debtor numberexternRecord the debtor number from your accounting system yourself.No
CompanyName of the company, the company is debtor.No
PersonIf 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
UnknownYou don't know yet if the invoices will be sent by mail or by post..
E-mailInvoices are always sent by e-mail. Select a standard e-mail address in the following field.
PrintInvoices still need to be printed and sent by post..

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-mailaddressDefine the default e-mail address to which invoices should be sent:

CompanyThe e-mail address you entered in the company file. If the debtor is a private individual, this address is not known, even if a company file is linked to the personal file.
Contact personRefers to the contact person you entered in the field 'Person'. An e-mail address must be entered in the contact person's personal file.
Contact person requestRefers to the contact person of the request. You will not see an e-mail address here because this may be a different contact person for the debtor each time. You use this option because the invoice has to go to the contact person of a department and not to a standard e-mail address.
OtherNone of the above options apply. The invoice must always be sent to the e-mail address you provided.
Additional e-mail addressAdditional e-mail address.No
Bank account numberThe bank account number.No
Account nameName of the bank account holder.No
BIC-codeEach 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).

The International Bank Account Number (IBAN) needed to transfer money at home and abroad.

When saving, Coachview checks the filled in IBAN code.

VAT numberVAT identification number.No
Payment termIf the payment term deviates from your standard, you can fill it out here. Payment term is in days.No
Payment methodChoose from the list of payment methods.No
InternWith a check mark you can indicate that it concerns an internal debtor.No
General ledger accountChoice from the list of general ledger account numbers.No
ExportedIf 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
ConfirmedIf 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.

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.