Information on creating new companies, changing existing companies and linking customers to a company.
What is a company?
An organisation contains among other things a singular contact person there is also the possibility to link the contact to the finances of the company by filling in...
Documentation
Difficulty level:
How do I add a new company?
Hover over the ‘Company’ dropdown menu at the top of the toolbar and click on ‘Create company’. Or you could click on ‘Company’ in the toolbar menu...
Documentation
Difficulty level:
How do I add customers to a company?
A customer can be linked to a company. To achieve this you could first create the company, but this can also be done this during step 5.
Documentation
Difficulty level:
How do I unlink a customer from a company?
A customer can be unlinked from a company. Follow the steps below:
Documentation
Difficulty level:
