You need to fill out the following in order to setup subcontractors:

  • Default 'send invoice to' addressA default mail address to send invoices to

  • Default 'When invoicing please': This is a text that is inserted into the subcontract mails

  • Task status on acceptYou may choose any of the task status available in your solution when accepting a task
  • Task status on finished: You may choose any of the task status available in your solution when finishing a task
  • Task status on rejected: You may choose any of the task status available in your solution when rejecting a task
  • Send follow-up mail x days before deadline: If checked, a follow-up mail is sent X days before deadline 
  • days before deadline: The number of days before deadline where a follow-up mail is sent
  • No product use in mails: If checked, no product use will be included in the mail.
  • Customer no.: If checked, customer numbers are used in conjunction with subcontractors.
  • VAT no.: You can choose one of the following options:
    • Include VAT no.: If chosen, the VAT no. is included
    • Subcontractor's VAT no.: If chosen, the subcontractor's VAT no. is shown instead
    • Hide: If chosen, the VAT no. is hidden
  • Company address: Choose one of the following ways you want the company address to be shown in:
    • Full address
    • Name only
    • Hide
  • Limit to subcontractors: If marked then only companies that are subcontractors will be picked when looking up the subcontractor for a task; otherwise any company with the right relation may be picked
  • Default invoice address: Choose between the following options:
    • (none)
    • From a preset company - this will allow you to select a company that will be used as the default
    • From the task's company
  • No address for tasks with no charge: If checked, tasks with no charge have no charge
  • Default mail: Choose a default text to be included in the mail