Welche Rechnungsdaten Empfänger ergänzen oder bestätigen und wie sie in die Abrechnung einfließen.
Damit aus einem angenommenen Angebot eine korrekte Rechnung entsteht, braucht es einen Rechnungsempfänger mit Adresse. Diese Daten erfasst entweder der Empfänger selbst in der Angebots-Ansicht oder du in der App.
Die Rechnungsdaten erscheinen auf allen Rechnungen zum entstehenden Abonnement. Der Empfänger kann sie später jederzeit im Kundenportal ändern.
Hast du dem Angebot einen bekannten Kunden mit hinterlegter Adresse zugeordnet, sieht der Empfänger diese Adresse zunächst nur zur Prüfung. Mit Bestätigen übernimmt er genau diese Adresse, mit Bearbeiten passt er sie an. So entsteht keine doppelte Adresse.
Sind die Rechnungsdaten einmal erfasst, sind sie verbindlich. Ein weiterer Empfänger sieht sie dann nur noch zur Ansicht und kann sie nicht erneut ändern.
Du kannst die Rechnungsdaten auch selbst in der App hinterlegen, mit demselben Aufbau aus Rechnungsempfänger, Adresse und den optionalen Angaben. Auf Wunsch werden die Kundenstammdaten mit diesen Angaben aktualisiert.
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