How to Manage Customers Billing Profiles?
Questions:
- Where do I add payment terms for a customer?
- How do I add a Leitweg-ID for e-invoicing?
Description:
User Management is where you handle all customer information linked to your shop, including contact details, addresses, and customer-specific compliance settings. Keeping this data clean and accurate ensures that orders process smoothly, payment terms apply automatically, and your generated invoices remain legally compliant.
Solution:
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Open the Customer Profile - Navigate to the user management dashboard and select the customer profile that requires electronic invoicing.
User Management -> Customer Management -> Manage Customer
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Configure Billing and Compliance Settings
Scroll to the specific billing fields to automate future invoices. You can enter a "Payment Condition" (like "Net 30") which will auto-populate on all bills. If the customer requires B2B electronic invoicing, enter their "Leitweg-ID" here to ensure proper XML generation.
Tips and Tricks:
Pro-Tips:
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Keep customer names and details clear and complete to prevent order processing errors.
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Use the search or filter functions if your customer list grows large.
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Review customer data regularly to keep addresses and payment terms up to date.
Warnings:
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Add addresses carefully to avoid shipping issues later.
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Always double-check the Leitweg-ID format with your client to prevent E-Invoice rejections.