Customer financial details block

Shows and edits the financial and debtor details of the customer.

Functions

• Financial fields: IBAN, bank name, BIC, VAT code, payment method, invoice dispatch, mandate reference and date.
• Debtor preferences (invoice frequency, reminder e-mail, debtor profile, payment term) resolved from customer to company, with the source shown.
• Also works from a booking or invoice context.

Actions

• Save with IBAN and VAT number validation (right action_customer_changefinancial).