Frequently asked questions

Refresh the page; the list is not always updated automatically after creating an invoice from a contact or deal. If it still isn't there, check that it wasn't accidentally saved as a draft (not sent).

The deal status only changes automatically when the linked invoicing agreement has been fully invoiced. If you create an invoice separately from an invoicing agreement (e.g. via way 1 or 2 instead of via the deal), you have to mark the agreement as invoiced yourself.

You no longer change a sent invoice directly — certainly not if it has already been forwarded to Peppol. In that case use “Credit” to create a credit note, and then create a new, correct invoice.

The invoice address comes from the contact. First correct the address on the contact via the Addresses tab, then open the invoice and choose “Refresh” in the ⋮ menu, so the right address is taken over. This is possible as long as the invoice has not been sent or passed on to the accounting. More about this in Correcting the address on an invoice.

The address is not a column in the customer list, but is on the contact itself. Open the company or the person and go to the Addresses tab. There you add an address or change an existing address with the pencil icon. See Adding and editing an address.

Identification on the Peppol network can take some time. Check that all company details (name, VAT number, address) are filled in correctly and completely under Settings > General — incomplete details delay the identification.

Check the assigned role of that user under Settings > Users, and the rights of that role under Settings > Roles. Roles determine per module which actions are visible and available.

“Registration” is for free sign-ups without payment (e.g. an info evening). “Tickets” enables real ticket sales, with price, payment method and optionally seat selection.

Yes, every task shows the owner; for the full history of changes you can consult the notes and the activity overview on the linked deal, event or contact.