Debtor information can be edited and added in the Uniconta web portal
Select Debtor
Select the main area to work in.
Debtor
If Debtor is selected, data on the individual debtor can be reviewed.
A new debtor can be added by pressing [Add]
Read more about debtor creation here.
Postings
If you click on [Entries], you can see all the debtor's entries.
Orders, Invoices, Notes and Documents can also be viewed on the customer.
Sales order
Sales orders can be created for the customer here.
Read more about sales order here
Invoices
Here you can see an overview of the invoices sent to the customer.
Read more about sales order here
Invoice layout
It is possible to change the layout of an invoice. This can be done under [Invoice layout]
Read more about invoice layout here.
Debtor groups
Debtor groups must be set up for Uniconta to be used
Read more about Debtor groups here
Order groups
Order groups can be used to group your sales orders.
Read more about Order groups here
Debtor
If Debtor is selected, data on the individual debtor can be reviewed.
A new debtor can be added by pressing [Add]
Read more about debtor creation here.
Postings
If you click on [Entries], you can see all the debtor's entries.
Orders, Invoices, Notes and Documents can also be viewed on the customer.
Sales order
Sales orders can be created for the customer here.
Read more about sales order here
Invoices
Here you can see an overview of the invoices sent to the customer.
Read more about sales order here
Invoice layout
It is possible to change the layout of an invoice. This can be done under [Invoice layout]
Read more about invoice layout here.
Debtor groups
Debtor groups must be set up for Uniconta to be used
Read more about Debtor groups here
Order groups
Order groups can be used to group your sales orders.
Read more about Order groups here