In the menu item CRM, Customer Relationship Management, you can manage all your contact data. You can enter data regarding your driver's (/user's) information of all your (sub-)companies and categorize them as a person or company. In addition, the invoicing is set up here.
To do this, please go to CRM/Contact information/All contacts:
In this tutorial we create the company "has.to.be gmbh" and declare it as customer. The invoice will be sent to the given e-mail address.
When creating a company this information is also used for accounting purposes. For this reason, they should be completed in full (value added tax identification number, ...). The VAT is particularly important for cross-border settlements, as the tax base can vary.
In the CRM, you can also create your customers as persons and assign them to the (sub-) company here, for example, "has.to.be gmbh":
It is important to select the company that manages the customer contact in the backend. This "managing company" has all the rights of the contact. This is particularly relevant if you manage several sub-companies in your be.ENERGISED instance and the administrators of these sub-companies should only have access to their own contact data.
|In order to prevent administrators from viewing the contacts of other subcontractors, the correct assignment of a "managing company" is of great importance.|
Automated company-specific settlements or credit notes can be made via the administration configuration. Please note that the company information "Responsible user" is not related to higher-level CRM contact data records.