Create new customer
To create a new customer, go to Customers > Management and click the link Create New Customer.
When you create a new customer, a pop-up window will open where you can enter the general customer information.
This pop-up contains all the data fields that are available under the Data submenu for a selected customer.
For each customer, assign a unique customer number (Cust.No).
Specify the currency in which the customer's price lists will later be defined.
You can select from the currencies maintained under Administration > Prices & Receipts > Exchange Rates.
The Tax is stored for each customer.
The default value is taken from Administration > Customers > Settings:
Tax = 0: When the tax is set to 0 for the customer, the values in the Customer Revenue and Project Revenue reports will be displayed as net amounts only.
TAx = x: When a tax (e.g., 19%) is entered, the Customer Revenue and Project Revenue reports, as well as invoices (if the Invoicing module is used), will include the corresponding tax.
Assign an industry to the customer: Available industries are those maintained under Administration > Customers > Industries.
Only when using the “Sites & Departments” module: Specify which department of your company manages the customer. Department heads of that department with the role User with extended rights can not only view but also edit the customer data.
VAT ID
Enter the name of the customer. This name will appear on all invoices issued for this customer or for projects belonging to this customer.
Enter the customer’s address. This address will appear on all invoices issued for this customer or their projects.
Additional addresses can be created under the submenu Addresses.
Provide details such as phone number, fax, and website, as well as billing information including BIC and IBAN.
Optionally, specify a customer manager (who may also have edit permissions).
You may also enter an optional note.
After entering all customer data, confirm your entries by clicking Save.
You can then make additional entries for the customer by selecting the corresponding submenu item.
Delete customers
When you open the submenu "Delete", the system shows whether the customer can be deleted or which elements are preventing the deletion.
You can only delete a customer if there are no projects, documents (only with the Document Management module), or invoice items/invoices (only with the Invoicing module) linked to that customer.
If you want to archive a customer, it is recommended to deactivate the customer instead.
In the Customers menu, only active customers are displayed by default. However, if you still need to run reports or analyses for that customer, you can choose to display “inactive customers” as well.