Information
1. General
The Information tab contains the basic master data for the client. This includes company information, address, banking details, and documents.
2. Basic Information
The Basic Information block contains the client's core data:
| Field | Description |
|---|---|
| Company Name | Name of the company |
| Legal Form | Legal form (e.g., GmbH, AG, GbR) |
| Tax Number | Tax identification number |
| VAT ID | VAT identification number |
| Commercial Register | Commercial register number |
| Commercial Register Court | Responsible commercial register court |
| Website | Company website URL |
3. Address
The Address block contains the client's postal address:
| Field | Description |
|---|---|
| Street | Street name and house number |
| ZIP Code | Postal code |
| City | City |
| Country | Country (selection list) |
4. Banking Details
The Banking Details block contains the client's payment information:
| Field | Description |
|---|---|
| Account Holder | Name of the account holder |
| IBAN | International Bank Account Number |
| BIC | Bank Identifier Code |
| Bank Name | Name of the bank |
4.1. Swiss QR Bill
For Swiss QR bill support, additional fields are available:
| Field | Description |
|---|---|
| SCOR | Structured Creditor Reference |
| QR IBAN | QR IBAN for QR bill |
| BESR ID | BESR identification number |
5. Files
The Files block allows the upload of company documents:
| File Type | Description |
|---|---|
| Logo (Large) | Company logo in high resolution (recommended: PNG, minimum 500×200 px) |
| Logo (Small) | Company logo in low resolution for emails and reports |
| GDPR Document | Data protection information document for customers |
| Terms and Conditions | General terms and conditions of the company |
Note
The logos are used in the print view of documents, in emails, and in PDF exports. The GDPR document and terms and conditions can be linked to offers, invoices, and contracts.