Relations

To be able to send invoices to persons or companies, they must have a relation profile in the Financial Application. A relation profile is a profile in which all financial information of the person or company, the invoice history, bank data and direct debit mandates are kept. A relation profile is not the same as an Organization profile. Genkgo has already created a relation profile for all members of your community that are saved in the Organization. Earlier, you have made settings for the synchronization of profiles in Synchronization Organization.

Overview

When you click on ‘Relations’ in the Financial tree, you will see an overview of all relations. The overview displays the relation number (#), the name of the relation, whether the relation profile is linked to an Organization profile, and whether the relation has a direct debit mandate.

You can view the relation profile by clicking on the name of a relation or on a relation number. You can view the linked Organization profile by clicking on ‘Linked’ under ‘Organization’. You can also delete relations that have not received any invoices yet by clicking on  under ‘Options’.