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A customer is always linked to a contact. Depending on how the firm works, it’s created from a contact, with approval, or directly.
- Open the contact card.
- Choose Create as, then Customer. This action requires the contact approver right.
- Choose a customer template: its settings (posting groups, payment terms…) are copied.
- Complete the customer card: the contact’s details, invoicing options and origin are already copied.
- Open the Customers list, choose New, then a customer template.
- Fill in the name, the address and the Customer Posting Group, which is required.
- Complete the invoicing and payment options. See Invoicing and payment options.
The customer and their matter can also be created through an opening request.
- Internal Customer: only an internal customer can hold internal (non-rebillable) matters.
- Blocked: Invoice lets you create matters without invoicing the customer; All blocks all their transactions.
For more information, see Register new customers.