How do I link a document to billing details?

Open My Company 

On the left of your screen you will find different modules. Here you will see the module "My Company"". by clicking on it your will get various opetions under this button.


Open invoicing data

In the overview that is located under 'My company', you will find the button "Invoicing data". By clicking here, you will open the screen with an overview of the billing data.

Open details

You can access the details of the billing data by clicking on "Details". This blue button is located to the right of the company name in the "Actions" column.

Then you will get a screen with the details of the billing data.



Open documents

At the top you will find the blue button "Documents". By clicking here you open the screen with an overview of already linked documents to this data

Link new document

In the top right corner you will find the green button "New Document". Clicking on this will open a screen to link a new document to your billing information.

Add document

To add a new document, the following parameters must be entered:

Name: Each document needs a unique name so you can easily know which document it is.
File: Clicking here will allow you to open a document
Remarks: Here you have the opportunity to say something about the document that is important to you. This field is not mandatory.



If you have completed the parameters, click the green "Save" button.
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