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.

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