Taxes/ Discounts and additional customer information

Default percentages

In this section we can set a default discount/ surcharge or tax for the customer. When you set these values in these fields, those fields will be filled in automatically when generating a document.

Additional information

Payment terms

In this section we can set, if needed, a payment term that we’ve previously created in our treasury section from

Payment methods

In this section we can add payment methods to charge the customer. You can charge the customer through direct debits.

Now we’ll add the customer’s bank where we’ll set up the direct debits. We’ll fill in the following details:

• Customer’s country

• Account number

• Mandate reference

• Issue date

To be able to add a Stripe account as a bank direct debit, first we need to enable the payment gateway from our settings.