Clients

Clients are who you invoice. Keep them once and pick them on every invoice.

What to fill in

• Name (required) and a two-letter Short name.
• Address, written Street, City, Postal code, Country, so e-invoices read it correctly.
• Email and Phone, in international format.
• VAT code, Company code and Country code.
• Buyer reference: the reference or department code your client asks for. For XRechnung it is the Leitweg-ID.
• PEPPOL endpoint id and scheme: for clients you send Peppol e-invoices to.
• Additional: any other line printed under the client's details.

Add a client while invoicing

In the Bill to field of an invoice, choose Add to create a client with just a name and phone, without leaving the invoice. Fill in the rest later.

Know your clients

Each client shows how many invoices and quotes it has. Use the filters to list clients without invoices or inactive for 30, 60 or 90 days. For everything a client was invoiced and paid, open the Client statement in Reports.