Contacts
One address book for documents, service, and banking.
Companies and people are the shared master data for quotes, invoices, service, and payment matching. Addresses, communication channels, IBAN, and SEPA mandate details live on the contact, including history and CSV import from existing lists.
These are the points this feature covers day to day.
The workflow in Jupiter ERP, on this page.
Background, typical workflows, and concrete panel capabilities, more detail than the summary above.
Companies and people live in a central contact master, with addresses, communication channels, IBAN, and SEPA mandate details. Documents, service orders, and payments reference the same record instead of parallel lists in Excel or email.
Take over existing address data via CSV import with column mapping and preview. On the contact you see history and analytics: which documents, jobs, and revenue belong to that relationship.
Contact groups and extra fields extend the master without custom code. The customer portal hangs off the contact: one login, areas you enable, without a second address book for self-service.
The contact is the shared address for documents, service, and payments. What you enter once, the other modules reference.
Quote, invoice, service order, and payment reconciliation point at the same record. There is no second customer list in a spreadsheet beside it.
Larger moves from legacy systems are described on the data-migration page. Day-to-day import in the panel is the CSV path.
The main building blocks at a glance, complemented by the longer description above.
Addresses, email, phone, websites, IBAN, and mandate reference, plus links to documents, orders, and service.
Take over existing lists from CSV or Excel: map columns, preview, and create contacts, without retyping.
Documents, service jobs, and activity per contact: sales and support without switching systems.
Revenue, open items, and activity per contact: spot top customers and dormant relationships.
Contact groups
Master data aligned with your sales process.
Customer portal
Self-service for your customers, without full access to your ERP.
Invoices
Professional outgoing invoices with status and archive.
SEPA direct debit
Turn open invoices into a direct-debit file for your banking software.
VAT ID check
VIES check on the contact, with date and result.
Start for free: write invoices on the Free plan. Choose plan, term, and add-ons in the app afterwards. Custom adaptations or API integration? Get in touch.
