Customers and agreements
Agreements

Agreements

Agreements represent the contractual relationship you have with your customer. You may have one or numerous agreements with the same customer. As the example on the customers page shows, this may be due to invoicing different departments with varying needs. The agreement layer provides you with the flexibility to configure the following settings per agreement:

  • invoice settings
    • billing contact information (incl. all email addresses that should receive invoices)
    • purchase order number or buyer reference
    • custom data fields
  • currency
  • e-invoicing

You can also store metadata on an agreement for internal references.

Payments come in per agreement. We are able to do so by providing each individual agreement with a unique bank account. This means you are able to see the detailed payment flow per agreement in real time.

Agreement