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Name | Description |
|---|---|
Account manager: | Select the person responsible for this customer from the list of employees previously registered. |
Sales status: | Select from the sales statuses previously registered under BRP Configuration → Persons → Sales Status. |
Benefits level: | Select from the benefit statuses previously registered under BRP Configuration → Persons → Benefits level. |
Category: | Select from the person categories previously registered under BRP Configuration → Persons → Person Categories. A person can belong to only one category. |
Groups: | Select from the person groups previously registered under BRP Configuration → Persons → Person Groups. A person can belong to multiple person groups. |
Region: | Used to define geographic regions that are then used to group customers. Select from the regions previously registered under BRP Configuration → Persons → Regions. |
Lead source: | |
Marketing activities: | A marketing activity is a customer contact, with the type specifying the nature of the contact, such as incoming/outgoing calls, visits, or inbound/outbound mail. |
What do the icons under marketing activities mean?
Plus sign (New): Creates a new marketing activity.
Trash can (Delete): Removes the selected marketing activity.
Envelope (Email): Opens the email function for creating/sending an email. The sent email creates a marketing activity.
Mobile phone (SMS): Opens the SMS function for creating/sending an SMS. The sent SMS creates a marketing activity.
Bell (Push notification): Opens the push notification function for creating/sending a push notification. The sent notification creates a marketing activity.
Paper (Copy to clipboard): Copies the selected status row.
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Customer account
Name | Description |
|---|---|
TransactionTransactions: | Displays all transactions made on the customer's account. |
Debt: | Displays the current balance of the customer's account. Click "Invoice" to create an invoice for the customer's debt. |
Available credit: | Displays the available credit the customer can use, i.e., Credit Limit minus Debt. |
Credit limit: | This is where you specify the maximum total debt the customer is allowed to have. |
Invoice address customer account: | Specify the address to be used when invoicing the customer account. |
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Name | Description |
|---|---|
Created: | Displays the date the mandate was created. |
Valid until: | The date when the card's validity expires. |
Company: | Displays which company the mandate is created for. |
Invoices tab
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Name | Description |
|---|---|
Total debt: | Displays the total amount left to pay of the customer’s invoices. |
Invoices: | Displays all invoices created for this person. Without clicking on the invoice you can view invoice number, when the invoice was created, due date, date the invoice was paid, total amount invoiced, amount left to pay of the invoice and which company sent the invoice. |
Invoice days: | |
No invoice fee: | Checkbox to avoid invoice fees for this person. |
Invoice distribution: | Set standard invoice distribution for this person. E-mail is standard if nothing else is chosen. |
E-mail for invoice: | Enter e-mail address that invoices should be sent to (if different from the e-mail address on the Person tab) |
Description of the buttons under Invoices:
Printer icon: Create report of the selected invoice.
Autogiro: Generates a direct debit file containing the selected unpaid invoices for payers with a valid direct debit mandate, provided they are not already pending a response.
Send: Send the invoice.
Pay: Marks the selected invoice as paid (in full or partially) using one of the payment methods approved for invoice payments. This can be done if the invoice was paid outside of BRP.
Pair up: Pay the selected invoice with another one.
Credit: Credits the selected invoice.
Claim loss: Resets the selected invoice and records it as a loss.
Accounts receivable ledger: The customer ledger is used to extract the current ledger as of a selected date in the past, displaying all invoices that were unpaid on the chosen date.
Paper icon: Copies the selected row.
Signatures tab
Displays all signatures (contracts signed by this person) and the date it was created, date it was signed, for which facility and what type of signature it was.