Manage customers

Open Customers → New customer. Choose Company or Private person. Company name or first + last name is required. New customers are always Active. Optional: customer number, address, VAT number, debtor segment, notes. No UID field on the customer.

• Company or private person — required fields by type
• Company profile assignment; customer number auto/manual per settings
• Email, phone, address including address line 2 and country
• Optional VAT number, debtor segment (B2B/B2C), notes

1. 1Open Customers → New customer
2. 2Choose type and fill required fields
3. 3Check contacts for document delivery
4. 4Save — customer is selectable in offer/invoice

In the profile and Edit form you maintain the same fields as on create. The company profile cannot be reassigned later. UID and payment terms live in company settings — not on the customer.

• Tabs: basic data, issued/received documents, statistics
• Edit: contact person, address line 2, VAT number, debtor segment, status
• List: search, Active/Archived filters, sort, company filter
• From the profile: New invoice or New letter (when active)

1. 1Open the list and select a record
2. 2Click Edit and update fields
3. 3Save — applies to new documents

Customers are not hard-deleted — they are archived. Archived customers leave offer/invoice pickers and can be reactivated anytime.

• Status Active or Archived — no hard delete
• Archive from list (with confirmation), profile or edit status
• Reactivate via Make active or status Active

1. 1Find an active customer
2. 2Choose Archive
3. 3Reactivate when needed