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In the Addresses view of the Accounts table, there are columns to manage the addresses of customers, suppliers or members.
Address data are essential in order to manage billing, reminders and to control receipts and payments.
If columns for managing address data are missing in the Accounts table, you can add them:
If IBAN column is missing, your accounting file has an old configuration and you need to convert it with the command Tools > Convert to new file...
In the Accounts table the command will add:
- The Address view which displays columns for entering address data.
To change the display or arrangement of the columns use the Setup columns command.
The columns of the Address view
Prefix
Insert courtesy code (Mr., Mrs., Doctor or other).
First name
The name of the customer, supplier or member.
Family name
The name of the customer, supplier or member.
Organization
Enter the name of the company, of the association.
Street
The street where the customer, supplier or member resides.
Address extra
Column to enter other address data, such as the post office box, or to enter a very large address.
Postal Code /ZIP
The postal/ZIP code.
Locality
The name of the city of the customer, supplier or member.
Country
The nation inherent in the city.
Country Code
The country code.
Language
You can define the language for each customer, supplier or member account. This allows you to view and print the documents (eg invoice) in their language.
Indicate:
- de - for German
- fr - for French
- it - for Italian
- en - for English
- es - for Spanish
- nl - for Dutch
- zh - for Chinese
- pt - for Portuguese
- ru - for Russian
Main phone
Landline phone number
Mobile
Mobile phone number
Fax
Fax number
Email work
email address.
www
website address of the customer, supplier, association.
Birth
The date of birth of the customer, supplier, association.
Days
Enter a number of days within which the collection and payment must take place
Limit
If a credit is made, the credit limit is indicated, or the debit limit if it is a supplier.
Bank name
The name of the customer's, supplier's or member's bank.
IBAN
IBAN number of the customer's, supplier's or member's bank.
Bank clearing
The identification code of the customer bank, supplier or member.