Debtor overview
In the Debtor Overview, you can review and edit debtor data to ensure accurate communication via telephone, address, or email. This feature also provides a comprehensive view of all the debtor’s invoices and their respective statuses.
- Review and Edit Debtor Data: Keep contact information up to date for effective communication.
- Invoice Overview: Access a detailed list of all invoices associated with a debtor, including their current statuses.
- Zoom In on Invoices: Select a specific invoice to get a closer look, helping customer service gain a broader perspective on the debtor’s account.
- Debtor Number: Each debtor is assigned a unique debtor number by the Merchant, serving as a reference for tracking and managing debtor information.
Invoice Details
An invoice documents the receivable resulting from a provided service, detailing the receivable and the payment obligations. Here are the essential elements and invoice lines:
Essential Elements of an Invoice
- Amount Excluding VAT: The total receivable amount before VAT.
- VAT Amount: The VAT applied to the receivable.
- Order and Invoice Number: Unique identifiers for the transaction.
- Supplier’s VAT Number: The VAT identification number of the supplier.
- Supplier’s KvK Number: The Chamber of Commerce number of the supplier.
- Debtor Number: The unique identifier for the debtor.
- Debtor Data: Typically includes the debtor’s name, address, and place of residence.
Invoice Lines
- ProductId: The product number.
- ProductName: The name of the product.
- Quantity: The quantity of the product.
- PricePerUnit: The price per unit of the product.
- VatPercentage: The VAT percentage applied.
- TotalVat: The total VAT amount.
- TotalAmount: The total line amount including VAT.
Billing
If Buckaroo manages the sending or composing of invoices, additional invoice lines can be incorporated into the data mentioned above. Specific details can be included in the messages sent with the invoices. These details are embedded in the templates, and it is possible to attach a PDF version of the invoice to payment reminders, serving as a digital copy of the invoice.
- Enhanced Invoice Details: Customize invoice messages with specific details using templates.
- PDF Attachments: Attach digital versions of invoices to payment reminders for clarity and record-keeping.
Updated 23 days ago