Viewing and editing relation details

The detail page contains all saved data for one customer, prospect or supplier. Customer, prospect and supplier routes open the same record; the route only indicates which list you came from. The roles under General information determine how the relation is actually used.

You need access to the administration and an active Billnado licence.

General information

Field or status	Meaning and rules
Name	The recognisable name under which the relation appears in lists, selections and documents.
Relation number	Read-only. Billnado assigns it on creation according to the administration's number settings.
Business relation	Enables or disables company and VAT fields.
VAT number	The tax identifier Billnado uses for VAT checks and business documents. For a Belgian business relation it is derived from the company number and is read-only.
Company number or national company number	The official identifier of the business in the Belgian or foreign company register. For Belgium, Billnado uses the 0000.000.000 format; for a foreign business, the field label follows the selected country.
Peppol status	Shows Known on the Peppol network, Known on the national Peppol network or Not known on the Peppol network based on the last saved registration check.
Customer, Prospect, Supplier	Customer and prospect exclude each other; supplier can be combined with either one.
Default address	The address Billnado proposes for the relation on documents and in further processing. For a customer or supplier, street, house number, postal code, city and country must be known; for a prospect-only relation, they may remain empty. Province provides additional address information.
Default VAT code	The VAT treatment Billnado proposes on new documents for this relation.

The country and Business relation determine the company type. Belgium uses company-number validation; with another selected country, the VAT number remains editable. After a short delay, Billnado checks a sufficiently complete VAT number through VIES. Use VIES data fills the returned name and address into the form. The values become final only after Save.

When you save, Billnado also updates the stored Peppol status. This is only a check; it does not send a document through Peppol.

Other information

Field	Meaning
Relation language	Language used for communication; the selection cannot be empty.
Website	The website where you can consult information about the relation or its business.
Tags	Comma-separated labels for grouping or finding the relation.
Comment	General rich-text note.
Memo	Additional or internal rich-text note.

Email addresses

Choose Add for a general email address to which Billnado can send documents for the relation. Once you add a row, enter the address. Invoice, Order, Quotation, Reminder and Work performance determine the document types for which the address is available. Only use when no contact person is selected gives a selected contact person priority.

A deleted row is removed permanently only after you save the record.

Contact persons

Name identifies the contact person, while Position clarifies their role at the relation. Telephone number and Email address record the direct contact channels. Once you add a contact person, enter a name. The document choices determine where the email address is available. Always import email address also includes the address when the person was not explicitly selected.

Telephone numbers and addresses

Telephone number records a direct contact channel; Description can clarify its purpose or availability. Once you add a telephone row, enter the number. Billnado does not enforce a specific country or spacing format.

Additional addresses record alternative locations for deliveries or correspondence using Street, House number, Postal code, City, Province and Country. Additions and deletions become final only when you choose Save.

Document settings

Setting	Meaning
Automatically create payment reminders	Includes the relation in the automatic reminder configuration. Saving does not immediately send a reminder.
Default payment term	Preferred number of days for new documents.
Alternative service for work performances	Relation-specific default service.
Alternative work-performance price	Relation-specific price with at most three decimal places.
Alternative travel price per kilometre	Relation-specific travel cost.

Under Parameters, you record relation-specific document values as Key and Value pairs. Once you add a parameter, enter both parts. Existing administration keys are offered as suggestions.

Financial information

Choose Add to register a bank account. Description makes the account recognisable, IBAN is the account number used for payments, and BIC identifies the bank where needed. An addition, change or deletion becomes final only after Save.

System information

Created at shows when the relation was created. Last updated at shows the time of the most recently saved change. Both values are read-only.

Saving and cancelling

As soon as you change a field or nested row, Cancel and Save replace the status actions at the bottom.

Action	Result
Cancel	Discards the changes and restores the last saved data.
Save	Saves the editable relation details.

A changed name or default address is also applied to existing subscriptions that use this relation as the customer.

Archiving, restoring and deleting

These actions are visible only when the record has no unsaved changes.

Action	Availability and result
Archive	For an active relation. Makes the relation inactive while retaining its linked history.
Restore	For an archived relation. Makes it active again.
Delete	Only for a relation that is not used anywhere. Opens a double confirmation and then permanently deletes the relation.

Important: deletion cannot be undone. Billnado blocks the action once the relation is linked to a sales or purchase document, product delivery or receipt, work performance, prepaid service or payment reminder. Use Archive instead.

Archive and restore take effect immediately on the detail page without an additional confirmation.

Frequently asked questions

Why have archive and delete disappeared?

The record contains unsaved changes. Choose Save or Cancel to show the status actions again.

Why can I not change the relation number?

The number is the fixed identifier that is assigned automatically within the administration.

Why does a deleted contact person reappear after reloading?

Deleting first changes only the form. Choose Save to remove the contact person permanently.

Related documentation

• View customers, prospects and suppliers
• Create a customer, prospect or supplier