Client records overview
A structured record for every client, billing-ready.
Updated on May 7, 20261 min readclientsvue ensemble
Every client in OstraOS has a structured record gathering three families of settings: invoicing, EDI, commercial configuration. Everything an order, an invoice or an electronic file needs to leave with the right information — no re-keying, no later verification.
Three settings blocks
- Invoicing settings: mode, frequency, payment terms, default carrier.
- Invoice EDI: format, issuer identifiers, buyer references, inheritance from the global setup.
- Commercial configuration: label wording, delivery lead time.
All EDI fields are optional. Left empty, they automatically inherit your global configuration. Simplicity by default, with the option to fine-tune per customer when needed.