VISMA .NET said:
For each customer, you can see the following information:
The contact person from the accounting firm
The assigned team
Status: Created, Invited, or Active
The active integrations
Whether sending or receiving via Peppol is enabled
The number of documents in the Inbox (that have not yet been sent to the accounting software)
The selected subscription plan
The end date of the trial period
You can click on each customer to activate Peppol, view the accounting documents, open the vault, and set up the integration with another software.
Activating and Deactivating Peppol
Under the 'Overview' tab, you can activate sending and/or receiving via Peppol for each customer.
If the customer is already registered elsewhere to receive Peppol invoices, an orange warning message will appear indicating that the customer is already registered with another provider.
A company can be unsubscribed from the Peppol network at any time by disabling the registration.
In this overview, you can mark a customer as a favorite by clicking the star icon in the top right corner, which will place the customer at the top of the list.
Additionally, it is possible to hide a customer from employees who do not have the administrator role by using the button below.
To display the correct contact person from your firm in the customer file, you can complete the ‘Visible contact person for the client’ field using the ‘Edit visible contact person’ option. Currently, the contact details of the entrepreneur are shown there, but this will soon be adjusted in the software.
Accounting Documents
Through Accounting Documents, you can view the Inbox as the customer sees it, and as an accountant, you also have the ability to send documents to the linked accounting software and other destinations.
Under the ‘Status’ column, you can see whether a document has already been sent. Documents with the status ‘Inbox’ have not yet been sent and can be forwarded using the arrow on the right. The status will then change to ‘Sent.’
Vault
Under the ‘Vault’ tab, there is a shared Vault that can be used to store documents such as personal tax files and reports.
Create Invoice
Under the ‘Create Invoice’ tab, you can enter all the necessary information required to create an invoice for the customer in Lucy.