There are a number of underlying settings. Below is the list and their meaning.
| Default payment period for private customers | Determines which payment period is entered by default when creating a new private customer. This payment period can be changed retrospectively by the user. |
| Default payment period for business customers | Determines which payment period is entered by default when creating a new business customer. This payment period can be changed retrospectively by the user. |
| Default status | Determines which status is entered by default for a new customer. This status can be changed retrospectively by the user. |
| Default delivery method for invoices | Determines which invoice delivery method is entered by default for a new customer. This status can be changed retrospectively by the user. |
| Receiving commercial mails | Selecting this box means a new customer wishes to receive commercial emails. This can of course still be changed by the user. |
| Save the national registry number legibly | Determines whether the national registry number is saved in clear text and shown on the screen or encrypted. |
| Payment preference shown | If selected you can indicate the customer's payment preference on the customer record. Subsequently this is automatically copied on each future contract to which the customer will be linked. Of course you can also manually change the payment preferences on the contract. |
| Default VAT percentage for private customers | Determines which default VAT percentage is selected for a new private customer |
| Default VAT percentage for business customers | Determines which default VAT percentage is selected for a new business customer |
| Default customer group private customers | Determines the default customer group for private customers |
| Default customer group business customers | Determines the default customer group for business customers |
| Link private customers to business customers | When you enable this option, a number of functionalities will be available that allow private customers to be linked to business customers. |
| Accept invalid VAT number | If selected, a business customer who is liable for VAT can be saved, even if the specified VAT number is invalid. If not selected, a customer with an invalid VAT number cannot be saved. |
| Change VAT number for customer that has already been invoiced | If selected, the VAT number of the business customer can be changed, even after they have received an invoice. If not selected, the VAT number of a customer who has already been invoiced cannot be changed. |
| First letter of customer data in uppercase | If selected, the first letter of the following fields on the customer record is automatically written in uppercase: name, surname, street and municipality. |
To change any of these settings, please contact our support.