How to proceed
- 1Open People and choose household member, child, or external person.
- 2Record only information needed for your organisation. Add a relationship or note only when it is useful.
- 3Create a claim or liability with direction, amount, currency, and due date.
- 4Review open status regularly and record part or full payments only once they are agreed or completed.
- 5The person card shows the number of assigned invoices, appointments, and documents. Open Details to review the related records.
Important
You remain responsible for managing personal data and financial arrangements correctly and lawfully.