[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"$fMEP1JWz3_K5h764TlTvHDSABl3Mf8xfUZ9fff2Xyyd0":3},{"id":4,"documentId":5,"title":6,"slug":7,"summary":8,"body":9,"order":168,"featured":169,"seoTitle":170,"seoDescription":170,"searchText":171,"createdAt":172,"updatedAt":173,"publishedAt":174,"locale":175,"category":176,"localizations":181,"related":189},5626,"g8gpcf2pbsofi1z418autcka","Manage relations","manage-relations","Add suppliers and customers as relations and set how their invoices are processed.",[10,16,22,100,104,125,129,133,154,158],{"type":11,"children":12},"paragraph",[13],{"text":14,"type":15},"A relation is a supplier or customer. Invoyz recognises the relation on every invoice and applies that relation's settings during processing. Relations from your accounting software are fetched during synchronisation.","text",{"type":17,"level":18,"children":19},"heading",2,[20],{"text":21,"type":15},"Add a relation",{"type":23,"format":24,"children":25},"list","ordered",[26,40,60,72,76,96],{"type":27,"children":28},"list-item",[29,31,34,36,38],{"text":30,"type":15},"Go to ",{"bold":32,"text":33,"type":15},true,"Relations",{"text":35,"type":15}," and click the plus button (",{"bold":32,"text":37,"type":15},"Add",{"text":39,"type":15},").",{"type":27,"children":41},[42,44,46,48,50,52,54,56,58],{"text":43,"type":15},"Enter the ",{"bold":32,"text":45,"type":15},"Name",{"text":47,"type":15}," and choose the ",{"bold":32,"text":49,"type":15},"Type",{"text":51,"type":15},": ",{"bold":32,"text":53,"type":15},"Supplier",{"text":55,"type":15},", ",{"bold":32,"text":57,"type":15},"Customer",{"text":59,"type":15}," or both, if your accounting software supports that.",{"type":27,"children":61},[62,64,66,68,70],{"text":63,"type":15},"Pick a company or a company group (under ",{"bold":32,"text":65,"type":15},"Groups",{"text":67,"type":15},"), or tick ",{"bold":32,"text":69,"type":15},"Global relation",{"text":71,"type":15},". A global relation is available to every company.",{"type":27,"children":73},[74],{"text":75,"type":15},"Optionally enter the VAT number, Chamber of Commerce number and address. You can also search the Chamber of Commerce.",{"type":27,"children":77},[78,80,82,84,86,88,94],{"text":79,"type":15},"If you have the right ",{"bold":32,"text":81,"type":15},"May change relation IBANs",{"text":83,"type":15},", also enter the ",{"bold":32,"text":85,"type":15},"IBAN",{"text":87,"type":15},". See ",{"url":89,"type":90,"children":91},"\u002Fen\u002Frelations-and-booking-rules\u002Frelation-iban","link",[92],{"text":93,"type":15},"A relation's IBAN",{"text":95,"type":15},".",{"type":27,"children":97},[98],{"text":99,"type":15},"Save the relation.",{"type":17,"level":18,"children":101},[102],{"text":103,"type":15},"The tabs of a relation",{"type":23,"format":105,"children":106},"unordered",[107,113,119],{"type":27,"children":108},[109,111],{"bold":32,"text":110,"type":15},"General",{"text":112,"type":15},": name, type, number, VAT number, Chamber of Commerce number and address.",{"type":27,"children":114},[115,117],{"bold":32,"text":116,"type":15},"Processing",{"text":118,"type":15},": the mapping template, remembered VAT codes, the booking period and other processing settings.",{"type":27,"children":120},[121,123],{"bold":32,"text":122,"type":15},"Accounting system",{"text":124,"type":15},": the number and link of the relation in your accounting software.",{"type":17,"level":18,"children":126},[127],{"text":128,"type":15},"Relation for a company group",{"type":11,"children":130},[131],{"text":132,"type":15},"A relation for a company group is available to every company in that group. On an invoice Invoyz picks the company's own relation first, then a relation of the group and then a global relation. The relation picker on an invoice shows the group name next to the relation.",{"type":23,"format":105,"children":134},[135,143,150],{"type":27,"children":136},[137,139,141],{"text":138,"type":15},"Move an existing relation into a group with ",{"bold":32,"text":140,"type":15},"Move to company group",{"text":142,"type":15}," at the top right of the relation.",{"type":27,"children":144},[145,147,148],{"text":146,"type":15},"On the ",{"bold":32,"text":116,"type":15},{"text":149,"type":15}," tab you link a mapping template per company in the group, plus one for the group and one global template. Each invoice uses the template of its company, otherwise the group one, otherwise the global one.",{"type":27,"children":151},[152],{"text":153,"type":15},"Anyone with access to a company in the group sees the relation. Add a company to the group and the relation applies there too.",{"type":17,"level":18,"children":155},[156],{"text":157,"type":15},"Filter relations",{"type":11,"children":159},[160,162,163,165,166],{"text":161,"type":15},"In the overview you can filter by type. Pick ",{"bold":32,"text":53,"type":15},{"text":164,"type":15}," and ",{"bold":32,"text":57,"type":15},{"text":167,"type":15}," to see only relations that are both.",1,false,null,"Manage relations Add suppliers and customers as relations and set how their invoices are processed. A relation is a supplier or customer. Invoyz recognises the relation on every invoice and applies that relation's settings during processing. Relations from your accounting software are fetched during synchronisation. Add a relation Go to Relations and click the plus button ( Add ). Enter the Name and choose the Type : Supplier , Customer or both, if your accounting software supports that. Pick a company or a company group (under Groups ), or tick Global relation . A global relation is available to every company. Optionally enter the VAT number, Chamber of Commerce number and address. You can also search the Chamber of Commerce. If you have the right May change relation IBANs , also enter the IBAN . See A relation's IBAN . Save the relation. The tabs of a relation General : name, type, number, VAT number, Chamber of Commerce number and address. Processing : the mapping template, remembered VAT codes, the booking period and other processing settings. Accounting system : the number and link of the relation in your accounting software. Relation for a company group A relation for a company group is available to every company in that group. On an invoice Invoyz picks the company's own relation first, then a relation of the group and then a global relation. The relation picker on an invoice shows the group name next to the relation. Move an existing relation into a group with Move to company group at the top right of the relation. On the Processing tab you link a mapping template per company in the group, plus one for the group and one global template. Each invoice uses the template of its company, otherwise the group one, otherwise the global one. Anyone with access to a company in the group sees the relation. Add a company to the group and the relation applies there too. Filter relations In the overview you can filter by type. Pick Supplier and Customer to see only relations that are both.","2026-09-27T14:54:21.674Z","2026-11-12T09:28:15.581Z","2026-11-12T09:28:15.612Z","en",{"id":177,"documentId":178,"name":179,"slug":180},1072,"yhore1596mnj7lezh80k4y59","Relations and booking rules","relations-and-booking-rules",[182],{"id":183,"documentId":5,"slug":184,"locale":185,"category":186},5625,"relaties-beheren","nl",{"id":187,"documentId":178,"slug":188},1071,"relaties-en-boekingsregels",[190,195,201,207,213],{"order":18,"title":191,"id":192,"documentId":193,"slug":194},"VAT codes per relation",5642,"k245f5obnmn644pn648xz896","vat-codes-per-relation",{"order":196,"title":197,"id":198,"documentId":199,"slug":200},3,"Booking period and credit notes per relation",5652,"oq65r6sya13qq2tnuh2zxn2g","booking-period-and-credit-notes-per-relation",{"order":202,"title":203,"id":204,"documentId":205,"slug":206},4,"Mapping templates and rules",5680,"qgvwr858wnigzca10dax4xck","mapping-templates-and-rules",{"order":208,"title":209,"id":210,"documentId":211,"slug":212},5,"Handle lines without a category",5690,"ofyd0ssoy58xb5izezbxkap9","lines-without-a-category",{"order":214,"title":215,"id":216,"documentId":217,"slug":218},6,"Set up categories",5702,"fivv4bx4tbzi6nirdz4ce2ck","set-up-categories"]