The customer editor offers Business, Individual and Not provided for the contact Type. Choose the value supported by the customer record. This directory detail helps describe the counterparty; it does not establish a tax classification or approve an invoice's accounting treatment.
Open the correct company's customer and review the name and contact details together with the type. Use the business's recognized billing identity where the customer is a business. If the information is not known, retain an honest incomplete value rather than inferring it from an email address.
Invoice issuance still checks the saved customer, account mappings, dates and amounts separately. A type choice does not replace those requirements or make a draft ready to post. Review any changed directory details before using the customer in a new document.
Avoid treating the customer record as a place for unnecessary identity data. Retain only the information needed for the company's approved process, and use its secure document workflow when evidence is required. If the correct type is uncertain, clarify it with the authorized customer contact.
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