A customer is added once and gets a customer number from the system. Only the name and the customer type are required; the rest can be filled in if known.
Who can do this
Anyone with the permission Create and change customers.
Before you start
- Have the customer's name, and for a company or an association the registration number.
- Find out how the customer wants invoices: email, letter or Peppol.
Steps
- Open Customers and press New customer. The customer number the customer will get is shown at the top.
- Fill in Name and choose Customer type.
- Fill in Company registration number for a company or an association. For a private individual and a sole trader, leave the field empty.
- Fill in what is known of Email, Phone, Invoice address, VAT mode, Invoice delivery, Invoice email, Invoice reference and Payment terms.
- Press Add the customer. The customer card opens.
Note: Personal identity numbers are not collected here. If the registration number looks like one, the system says so.
Frequently asked questions
It says the registration number is already on another customer
That is a warning and not a stop. If it is correct — for example another branch of the same company — tick Add anyway and press Add the customer again.
It says the registration number is not valid
A registration number has ten digits, the last one a check digit. Check that every digit is right.
Which VAT mode should I choose?
That is your assessment. Reverse charge applies when the client itself sells construction services; the client having a VAT number is not enough.