The relation profile

Click on a relation name or relation number in the overview to view the relation profile.

You can carry out the following actions in a relation profile:

• You can integrate one relation profile into another with the button ‘Merge’ in the toolbar. When you do this, the profile from which you carry out the action will disappear. The other profile will take over all bank accounts and invoices of the current profile.
  You can use this function to merge double profiles. We do not recommend merging profiles of different persons.
  Go to the profile you want to integrate into another profile. Click on ‘Merge’ in the toolbar. Enter the name of the other relation behind ‘Relation’. Click on ‘save’. You will now see the profile with which the first profile was merged.
• Use the button ‘Download’ in the toolbar to download the invoices of the relation. You can choose between ‘Unpaid invoices’ and ‘All invoices’. The invoices will be downloaded in PDF.
• Use the button ‘Synchronize’ to synchronize the relation profile with the linked Organization profile. You only need this button for profiles for which Synchronization Organization is not set up. However, you can always use this button for all profiles if you are unsure whether the information in the profile is up to date.

The relation profile also contains four tabs to keep various information:

• Information (general)
• Bank accounts
• Direct debit authorization
• Invoices