The Client Debtor View

Client Debtor View Overview

The Client Debtor View manages the profile of the ultimate payer (debtor) as it relates to a specific client. This allows for customized rules and configurations specific to the invoicing client.

The Client Debtor View is structured into three main areas:

1. General Details: Core identity identifiers.
2. Debtor Attributes (Expandable Sections): Detailed financial, address, contact, and exclusion settings.
3. Tabbed Detail Sections: Specific records related to payments, invoices, and installment plans.

1. General Details: Core Identity & Context

This section contains the essential identity and context fields for the Client Debtor, linking them to the specific Quiddly client.

Field Name	Description
Id	The unique system identifier for the debtor.
Client	The ID of the client who generated the invoice.
Legal identification number	The debtor’s legal identification number. It is read-only here and comes from the invoice. The format is checked for debtors in Sweden, Norway and Finland. For other countries, for example Belgium, no format check is made.
Internal identification number	The debtor’s internal identification number, when the invoice supplied one. Read-only.
VAT number	The debtor’s Value Added Tax registration number.
Customer number	The debtor’s customer ID within the client’s system.
Name	The full name of the debtor.
Type	The debtor entity type.
Debtor category	The category assigned to this debtor. PERSON or COMPANY.
E-mail	The primary email address for the debtor.
E-mail (expired documents)	Email used for expired notifications, reminders and final notices. When it is empty, the main E-mail is used.
E-mail (interest invoicing)	Email used for interest invoices. When it is empty, the main E-mail is used.
Phone	The primary phone number for the debtor.
Cell phone	The cell phone number for the debtor.
Allow financing	Toggle to enable/disable financing for invoices generated for this debtor by this client.
Financier	The financier assigned to this client.

2. Debtor Attributes (Expandable Sections)

These sections detail the client-specific financial settings, addresses, and exclusion rules for this debtor.

Section Name	Description	Key Information Included
Exclude client debtor from specific events and actions	Operational controls specific to this debtor for this client.	Toggles for Override exclusion settings on system debtor, Exclude client debtor from reminder event, Exclude client debtor from collection event, Do not generate any late interest for this client debtor, and Exclude client debtor from high risk warning (Country Exclusion).
Custom Attributes	Displays custom data fields configured for your organization.	Attribute, Value, Date columns.
Finance	Financial percentage settings for invoices generated by this client.	Finance percentage.
Insurance limit	Configuration for insurance coverage for this debtor/client relationship.	Credit limit.
E-invoice	E-invoicing details specific to this client/debtor pairing.	Checkbox Allow e-invoice. Fields for E-invoice reference B2B, Peppol ID and B2C e-invoice recipient address.
Balances	Summary of all outstanding financial balances for this debtor relative to the client.	Breakdown of Total, Capital, Reminder, Interest, Capital Service, and Capital Financed amounts.
Invoice Address	The address used for generating invoices.	Name, Address 1, Zip, City, Country.
Delivery Address	The address used for physical delivery.	Name, Address lines, Zip, City, Country.
Payout Accounts	Configuration for accounts used for payouts related to this debtor.	Table of Payout Accounts by currency (SEK, EUR, NOK, etc.), showing Channel and Enabled status.
Discount	Rules for applying discounts to this debtor’s invoices.	Discount percentage, Discount validity period (in days). Checkbox for Charge client.

How the exclusion toggles work

• The toggles are greyed out until Override exclusion settings on system debtor is ticked. While it is ticked, the toggles on the client debtor decide, and the exclusion settings on the system debtor are not used for this client’s invoices. While it is not ticked, the system debtor’s settings apply.
• Exclude client debtor from reminder event stops the Reminder and Final Notice levels only. The Expired Notification level and the Collection level are not affected.
• Exclude client debtor from collection event stops the Collection level.
• The choice is applied when an invoice is activated. Invoices that are already active keep the events they were given.

3. Tabbed Detail Sections

These tabs provide detailed lists of transactions, communications, and installment plans for this client’s interaction with the debtor.

Tab Name	Description	Key Information/Sections
Notes	A history of all communication and internal notes logged for this debtor. Pinned notes stay at the top, the most recently pinned first.	New Note button. List of notes showing date, user and content. Tick Pin note to top when adding or editing a note to keep it at the top; pinned notes are marked Pinned.
Unplaced payments	Lists payments received but not yet matched or applied to a specific invoice.	Table
Contact Persons	Lists specific contacts associated with the debtor.	Table
Invoices	A list of all invoices issued to this debtor by this client.	Table
Part Payment Plans	Lists all active and historical installment plans associated with this debtor.	Table

⚙️ Client Debtor Actions Menu (Three-dot Menu)

Located in the top-right corner, this menu allows you to execute immediate management actions related to the client debtor.

Action Name	Description
Add task	Creates a new task or follow-up action related to this client debtor.
Client debtor history	Opens the change log of this client debtor. See below.

Editing a client debtor

The fields in the Client Debtor View can be edited directly. Click Save at the bottom of the page when you are done.

Next to Save is the checkbox Update open invoices?. It is ticked by default. When it is ticked, the new values (name, e-mail addresses, phone numbers, addresses, VAT number, GLN, Peppol ID, language and so on) are also written to every invoice of the debtor that is not closed, stopped or denied financing. Invoices keep their own copy of the debtor data, so without the tick the correction applies only to invoices created from now on. Untick it if open invoices should keep the old details.

Client debtor history

Client debtor history in the actions menu lists the changes made to the client debtor. The columns are Change date, Type, Field name, Old value, New value and Changed by. It logs changes, not creation. Filling in a value for the first time, for example adding a payout account or a custom attribute that did not exist before, is not logged. Changing it afterwards is.

An e-invoice failed because Peppol or GLN information is missing

1. Open the client debtor and expand E-invoice.

   

2. Enter the Peppol ID (for example 0007:5560001234), or the E-invoice reference B2B if the debtor is identified by GLN, and click Save. Leave Update open invoices? ticked so the open invoices get the new identifier.

3. Send the invoice again: use Queue retry of distribution on the failed distribution under Environment -> Distributions, or send a copy of the invoice (see Send an invoice copy).