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...
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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...
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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.
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Hoe ontkoppel ik een klant van een bedrijf?
Een klant kan aan een bedrijf ontkoppeld worden. Volg de onderstaande stappen:
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