Customers and invoice recipients
Customer records hold company or private customer identity, invoice address, VAT number, contact information, bank details, and delivery preferences. Use company records for B2B customers and private individual records when the invoice recipient is a person rather than a company.
Before sending invoices, check the legal name, VAT number, language, payment term, email address, and Peppol identifier where applicable.
Suppliers, contractors, and purchase documents
Supplier and contractor records make purchase invoices easier to register and search. They also support payment follow-up because supplier names, bank accounts, and document history stay grouped.
If a supplier sends both PDFs and Peppol documents, keep the same supplier record updated instead of creating duplicates for each channel.
Subcontractors, workers, and operational follow-up
Subcontractor records support planning, performance records, document checks, and subcontractor cost follow-up. Worker records connect people to planning, hours, jobsites, and compliance-related documents.
Jobsites and contact data
Jobsites help connect planning, progress reports, expenses, and customer work. Complete address, customer, contractor, and contact details before linking documents or performance records.