In WorkBook we differ between a customer and a debtor. This article explains the relation and difference between the customer and debtor in Workbook Software. A debtor is defined as the “paying customer” or “the invoice address customer” who differ from the customer. This means that if your customer requires that you send the invoices to different addresses, you do not have to create different customer in WorkBook. You can just add another debtor to the customer. WorkBook will use the debtor on the invoice and furthermore, you cannot approve an invoice without specifying a debtor. Debtors can also be used as a “Delivery debtor”, which means the product will be delivered to the specified address and then invoices to another address.
Debtors are company specific.
The customer is on the other hand is a collection of all customer related info such as resources, addresses, phone numbers, documents, debtors and most importantly the jobs. Furthermore it is on your customer your define your account manager, job default values and linked debtors.
Customers are shared between your companies.
Link client to debitor
Should you need to link a new or existing client to an existing debitor this is possible by navigating to Resources, then Setup and finally Debitor.
The first button “Link a debitor to the client” brings up a dialog that will guide you.