Add new payer

From ISPWiki

Jump to: navigation, search

To create a new payer, click the "New" icon and fill out the following form that consist of three tabs.

Please, pay special attention to the data you are entering. All the information from the Payer module will be used in account documents such as contracts, invoices.

Note The information can be anyhow modified by the user as long as an account document is not made out. Once it is done, the user cannot change the data. Contact your provider if you wish to modify it.

The form fields will vary depending on the payer status:

Individual

The Basic tab

  • Status - individual.
  • Contact person - enter a contact person name.
  • Phone number - enter a payer's telephone number.
  • Fax - enter a payer's fax number.
  • Email - enter a payer's e-mail for notifications and passwords recovery. You can enable or disable them in the Notification subscription module.

The Address tab

Postal address

  • Country - select a country the payer resides.
  • ZIP code - enter a zip code of the payer's postal address.
  • City - enter a city of the payer's postal address.
  • Аddress - enter a full payer's postal address, including the street, building and apartment.

The Contract details tab

  • Passport details - enter passport details.

Company

The Basic tab

  • Status - company.
  • Company name - enter a name for the company.
  • Contact person - enter a contact person name.
  • VAT number - enter a VAT number.
  • Phone number - enter a payer's telephone number.
  • Fax - enter a payer's fax number.
  • Email - enter a payer's e-mail for notifications and passwords recovery. You can enable or disable them in the Notification subscription module.

The Address tab

Legal address

  • Country - select a country the payer resides.
  • ZIP code - enter a ZIP code.
  • City - enter a city.
  • Аddress - enter a full payer's postal address, including the street, building and apartment.

Postal address

  • Country - select a country the payer resides.
  • ZIP code - enter a ZIP code.
  • City - enter a city.
  • Аddress - enter a full payer's postal address, including the street, building and apartment.
  • Send documents to postal address - select the check box if you want your accounting documents to be sent to the above provided postal address.

The Contract details tab

  • Director - enter the name of the person entering into a contract.
  • Job title - enter the job title of the person entering into a contract.
  • Acts on the basis of... - person, acting in accordance with ... (for example, Articles of association).

Sole proprietor

The Basic tab

  • Status - sole proprietor.
  • Contact person - enter a contact person name.
  • VAT number - enter a VAT number.
  • Phone number - enter a payer's telephone number.
  • Fax - enter a payer's fax number.
  • Email - enter a payer's e-mail for notifications and passwords recovery. You can enable or disable them in the Notification subscription module.

The Address tab

Postal address

  • Country - select a country.
  • ZIP code - enter a ZIP code.
  • City - enter a city.
  • Аddress - enter a full payer's postal address, including the street, building and apartment.

The Contract details tab

  • Passport details - enter passport details.
Was this helpful? Yes | No
Views
Personal tools