The Client View

Client View Overview: Detailed Guide

This page provides a detailed guide to the Client View in Quiddly Operations Portal. This view is the central location for managing all static data, financial configurations, and service settings for a specific client.

The Client View is structured into three main areas:

1. General Details: Core identity and legal information.
2. Client Attributes (Expandable Sections): Detailed configuration and financial account data.
3. Tabbed Detail Sections: Specific records, history, and service configuration.

1. General Details: Core Identity & Status

This top section displays the core identity, legal details, and operational status of the client.

Field	Description
ID	Unique internal identifier for the client.
Name	The official legal name of the client.
Entity	The entity the client belongs to.
Client Handler	N/A
Invoice ERP	The ERP system ID for this client’s invoices.
Bookkeep ERP	The ERP system ID for this client’s bookkeeping.
Owner	The internal owner/manager of this client’s account.
Legal Identification	The legal identification number.
VAT number	The client’s Value Added Tax registration number.
Responsible User	The person designated as responsible for this client account.
E-invoice reference B2B	The E-invoice reference used for Business-to-Business transactions.
Default B2C e-invoice issuer address	The client’s issuer address for B2C e-invoices. In Sweden this is the FUI number. See How e-invoices are delivered.
SNI	Field for SNI.
Industry code	The industry classification code for the client.
Registered office	The physical registered office address.
Business description	A brief description of the client’s business activity.
Legal country	The country where the client is legally registered.
Allow external payment reference to be used	Determines if external payment references are accepted for this client.
Contract currency	The primary currency used in contracts with this client.
Language	The client’s preferred language. See “Which language a document is written in” below.
Use base interest	Setting for applying base interest.
Require positive balance for payouts	Whether the total of all the client’s fund account balances must be positive before a payout is made. See Onboard Client.
Insurance agreement	The name of the insurance agreement.
Financier	The financier assigned to this client.
MFA	Enforces multi-factor login for the client’s portal users. Only a Super User can change it. See “Multi-factor authentication (MFA)” below.
Client Template	The template the client was created from, or “No template”. See Client templates.

Which language a document is written in

The client’s Language is one input among several. Quiddly picks the language per kind of document:

Document	Language, in order
Invoices, interest invoices, reminders and other notices to the customer	The customer’s preferred language (set on the invoice, otherwise on the customer), then the client’s Language, then the language of the customer’s country. If that language does not match the invoice currency, English is used
Documents for the client: settlement specifications, activity reports, vouchers and client payment reports	The client’s Language, then the language of the system
Collection documents	The customer’s preferred language, then the language of the customer’s country, then the language of the system

Multi-factor authentication (MFA)

The MFA field in the General section controls whether the client’s users must use multi-factor login in the Client Portal.

• Only a Super User can change it. Changing it from NO to YES, or back, is applied to all the client’s existing users, and users created afterwards follow the setting.
• Reset MFA in a user’s action menu lets that user enroll again. It needs a right: see Rights, roles and users and the rights catalogue.

2. Client Attributes (Expandable Sections)

These sections detail the client’s addresses, banking, contacts, and specific operational configurations.

Section Name	Description	Key Information Included
Custom Attributes	Displays custom data fields configured for your organization.	Attribute, Value, Date columns.
Payout Accounts	Configuration for accounts used for payouts to the client.	Table of Payout Accounts by currency, showing details like IBAN, BIC, Channel, and Blocked status.
Bank Accounts	Details of the client’s standard bank accounts.	List of standard payment accounts; option to assign standard accounts.
Address	The primary physical and mailing address for the client.	Name, Address lines, Zip, City, Country.
Billing Address	The address specifically used for billing the client.	Name, Address lines, Zip, City, Country.
Contact	Contact details for the client.	Name, Phone, Cell Phone. Email, the addresses that receive the client’s reports and email notifications. Primary Contact Email, for manual contact only. Email Documents, shown as the client’s contact email to debtors and on documents the client receives; nothing is sent to it. Phone Documents.
Bookkeeping	Settings governing how invoice data is exported for bookkeeping.	Method, Voucher Series, Export payment tolerance, Export recourse, Export payment method, and various Export flags (e.g., payment, bill, client).
Extra Features	Toggles for additional services or features.	Checkboxes for Invoice Color Print, Invoice Express Delivery, Reminder Express Delivery, Reminder Color Print and Enable Delayed Penalty Fee. The first four are letter options.
Products	Lists the products on the client and their configuration.	Table showing Name, Applied Status, Use Recourse, Recourse Days and Default.

Products

Every client has a row for each product: Invoice service, Reminder service, Collection service, Invoice factoring sell and Business loan. The three-dot menu on a row offers Set default, Save and Enable or Disable, and the chips All, Enabled, Applied and Disabled narrow the list.

• An invoice cannot be financed while its product is not enabled on the client, which stops its activation. If an Invoice factoring sell invoice cannot be activated, check that this row is enabled and enable it if not.
• Applied Status is PENDING, APPROVED or DENIED. On Invoice factoring sell it is PENDING until the client’s factoring decision is approved. PENDING there only means the client has not been approved for factoring, which is expected for a client that uses other products. It does not mean a problem with an ERP or invoice synchronisation.
• The Business loan row is on every client and enabled by default, also when the Business Loan module is not used. It does not affect the other products.

3. Tabbed Detail Sections

These tabs contain records, history, and detailed configuration rules for the client’s account.

Tab Name	Description	Key Information/Sections
Notes	A history of all internal and external communication/notes logged about the client. 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.
Users	Management of user accounts associated with this client.	Account users, Service accounts, and Connected users tables with contact and role details.
Charges	Details all charges applied to the client’s account.	Entity, Date, Type, Client, Service, Collection Cases, Description, Amount, VAT, Total.
Invoices	A list of all invoices associated with this client.	Invoice ID, Invoice Date, Invoice No, Debtor Name, Total to Pay, Balance, Ledger Status, Payment Reference.
Business Loans	The client’s business loans.	List of business loans.
Bookkeeping	Financial balances and files related to bookkeeping.	Client Fund Accounts, Client Pledge Accounts, Client Financing Base Accounts, and Bookkeeping Files tables.
Billing	Configuration of the pricing and billing for the client’s services.	Billing Settings (Channel). Price List (Article, Product, Description, Price).
Financing	Detailed settings and status for the client’s factoring operations.	Financing settings (credit check toggles). Summary: Global financing limit, Global recourse limit and Global pledge limit, with what is used and disposable. Products: Limit, Finance Percentage and balances per currency. Rules: the date the credit fee is calculated from, and rules such as Max. allowed invoice age.
Compliance	Section for tracking and recording compliance and approval status.	Approve table (Type, Optional status, Created, Resolved, Resolution details).
Sync	Information and status for synchronization with external systems.	General (Connected ERP, Integration status/ID). Invoice Sync.
Distribution	Log and configuration of distribution for the client’s documents.	Distribution Settings (Enable Invoice Distribution, Enable Invoice SMS, Enable Interest Invoice Distribution, Interest Invoice Distribution Code, Enable PDF Generation) and the list of distribution channels with Type, Attempts, Enabled, Service Provider, Own Agreement and Agreement Number. Distributions log.
Email templates	The e-mail templates this client has its own version of, and on request the ones it inherits. See Edit the emails the platform sends.	Template, Language, Who gets this, Status.
Template	Settings for customizing invoice and email templates for this client.	Invoice Remark, Invoice Template, Email Template content editors and settings.
Reports	Configuration and access to client-specific reports.	Report settings (Include payment/activity reports). Reports list with the chips Generated, Authorized, Exported and All. The search box searches the report Id; you cannot search on report type.
Invoice Profiles	Lists the invoice profiles (invoice profiles) linked to the client.	Profiles table (Profile ID, Code, Currency, Product, Debtor Type).
Engine rules	Configuration for decision rules that govern client behavior (e.g., financing eligibility).	Decision List and Decision Tree tabs for viewing/editing rules and validation logic.
Vouchers	A detailed list of financial vouchers/transactions related to the client.	ID, Date, Topic, Currency, Type, Description, Status.
Accounting	The client’s internal and client accounting as voucher summaries.	Summary: Internal Accounting, the client’s internal vouchers, and Summary: Client Accounting. See Bookkeeping: vouchers, balance adjustments and SIE files.
Other settings	Various advanced settings for client behavior and integration.	Kickback/Fee Kickback settings. Advanced client settings (various CODE flags for enabling/disabling features).

Global limits on the Financing tab

• Global financing limit caps the total financing of the client, with and without recourse together.
• Global recourse limit caps only the part that is financed with recourse.
• Global pledge limit caps the total amount that can be set aside on the client’s pledge accounts. See Onboard Client.

Which date the financing fee is calculated from

Under Rules on the Financing tab you choose the date the credit fee is calculated from: Invoice date (the default) or Purchase date. The fee days run from that date to the due date. For invoices that are financed after being booked as service invoices, for example refinanced invoices, choose Purchase date, so that the fee runs from the day the invoice is purchased instead of the invoice date.

Client Actions Menu (Three-dot Menu)

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

Action Name	Description
Login	Log in as this client to view the client-facing portal.
Add task	Create a new task or follow-up action related to this client. A task has one assignee, a user or a user group, and is completed by one person resolving it. There is no option to require a second approval.
Manual invoice verification	Choose how often invoices are highlighted for manual verification on the invoice factoring decisions board. Enter a Frequency: 0 turns it off, 1 highlights every invoice, 2 every second invoice, and so on up to every Nth invoice. The highlighted invoices get a different color and an icon; the system takes no other action. It applies to Invoice factoring sell invoices.
Client history	View a comprehensive audit log of changes and events related to the client profile.
Connect to ERP	Initiate or modify the connection settings to the client’s External Resource Planning system.
Remove connection to ERP	Remove the connection to the client’s ERP. See Client Actions.
Connect to client handler	Connect the client to a client handler.
Fetch invoices from ERP	Manually trigger the retrieval of new invoices from the connected ERP system.
Abort invoice fetch from ERP	Stop an ongoing fetch of invoices from the ERP.
Upload logotype	Upload the client’s logotype for branding documents. It cannot replace a logotype that is already set; see Onboard Client.
Upload attachment	Upload a PDF that is attached to every invoice of the client, also for clients that use an ERP integration. An invoice that has its own attachment uses that one instead. A client can have one attachment.
Connect user	Connect an existing user to the client by user ID (e-mail).
Disable	Marks the client as no longer a customer. Clients cannot be deleted. A disabled client gets no new invoices financed (neither by the rule engine nor manually) and no recurring fees, but reminders and collection on existing invoices continue and payouts are not stopped. To stop payouts, use Block payouts on the client’s Payout Accounts. The action is called Enable while the client is disabled. See Client Actions.