⇄ Applicable to: customers, connections, invoicing, quotes

  1. Navigate to Connections > Customers and click on New customer
    - or -
    Select New customer next to the input field with ⋮ or +
  2. ORGANISATION / PERSON
    If your customer has a company number, choose organisation. In all other cases, choose person.
  3. ORGANISATION
    Click on Organisation. Import the organisation data automatically based on the VAT number or add the organisation data manually
    • Mandatory: Company name, VAT number & registered office.
    • Recommended: At least one bank account, one email address & one phone number.
    • Optional: DUNS number, image, additional addresses, contacts, websites. If the organisation has one (or several) trade names that differ from the company name, add an alias or several aliases. What is an alias?
  4. PERSON
    Click on Person. Add the personal data below manually.
    • Required: First and last name
    • Recommended: At least one bank account, one e-mail address & one phone number
    • Optional: Image, gender, description, additional addresses, websites
  5. NOTES
    Add notes to include additional information.
  6. Click on Save

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