InformerOnline includes a module where information about relations can be stored. Additionally, the stored relations can easily be added to all (financial) documents. This allows you to view the history and outstanding balances for each relation.

To create a relationship, go to Relations and then click on “New.”

You can choose between two types of relationships:

If you supply to companies, choose Company. If you supply to individuals, choose Private.

If you select a company, the following screen will appear. The field Company Name is connected to the Chamber of Commerce database. When selecting a company from the database, contact details will be filled in automatically.

If you choose Private, the following screen will appear. "Company Name" is replaced by "Name," and business-related fields like the Chamber of Commerce number (KvK) are omitted.

Fill in the details of the relationship as completely as possible.

On the relationship level, under the tab "Financial," you can specify a default payment term for this relationship. This is the default payment term selected for this relationship on an invoice. However, it can be adjusted at the invoice level if needed. Once all the details are filled in, click ''Save''.

The relationship is now created.

Go back to ''Relations'' and click on the newly created relation. On the far right, you’ll find an overview of the amounts “Receivable” and “Payable.” You can also create documents that are immediately linked to this relation, and under "Archive," you can attach files, such as scanned documents, to the relation.