Clients

How do I create a customer?
Creating a customer is very simple. Go to Customers > Choose New or Existing Customer and create the customer. Then complete the customer detai...
Mon, 29 Jul, 2024 at 12:07 PM
Add unique customer number
To assign unique customer numbers, you can either manually adjust the customer numbers in the customer profile or export the customer list to Excel, modify ...
Mon, 29 Jul, 2024 at 12:07 PM
Import customer list from Excel
How do I import a customer list? To import a customer list from Excel, go to **'Customers'** > 'More Actions' and select **'Import f...
Mon, 29 Jul, 2024 at 1:40 PM
Common error message when entering VAT number
For VAT number validation, we rely on the VIES service (https://ec.europa.eu/taxation_customs/vies/?locale=nl). However, sometimes this service may be unava...
Mon, 29 Jul, 2024 at 1:41 PM
Add a salutation for your customers
A salutation makes a good impression. Therefore, you can create salutations for all your current and new customers, ensuring that you always address them co...
Mon, 29 Jul, 2024 at 1:56 PM