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Contact

When your customers have a complex network of resellers, partners etc.

A simple list of customers is not always enough to meet your business needs. Contacts is a feature that allows you to fill in contact information for alternative contacts associated with a given customer. It is by no means necessary to have alternative contacts for your customers, but it makes sense in cases where the product is sold through a partnership or the customer has contacts who wants a copy of the invoice and other special cases.

A contact has to be marked as one or more of the following:

  • Invoice To: A copy of the Invoice email is sent to contact Primary Email
  • Delivery To: Delivery address from contact is used and appended to parent customers' invoices
  • GLN Contact: The contact is a GLN contact
  • OVT Contact: The contact is an OVT contact (Finnish GLN)
  • Your Reference: used for adding a reference from the customers' party to the invoice

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A contact can only be created as the child of an existing customer. Contacts can't be subscribed to your products or have a payment method associated with them.

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Updated 2 months ago

Contact


When your customers have a complex network of resellers, partners etc.

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