Customer management
Type the VAT number and your customer is in.
Name, address and legal form come from the official database, and you can see straight away whether the customer can receive via Peppol. After that, each customer shows what you've invoiced, what's paid and what's still owed.
A new customer without retyping
Enter the VAT number: name, address and legal form come from the official database (VIES). You see straight away whether the customer can receive electronic invoices via Peppol.
A customer record also keeps the language, the payment term and custom rates, and as many contacts as you need, each with their own email address.
The full history per customer
For each customer you see which quotes you sent, what you have invoiced, which invoices have been paid and which are still outstanding. When you create a quote or invoice, a few letters of the name are enough to find the customer.
You manage your suppliers the same way, linked to your expenses and purchase documents.
Switch without retyping
You import your existing customer list, from your previous software or from your accountant, from Excel in one go. With the CRM integration you sync customers and documents.
What it gives you
- Fill in via VAT numberName, address and legal form from VIES.
- Peppol checkSee whether your customer can receive e-invoices.
- ContactsSeveral per customer, each with their own email.
- ImportYour customer list from Excel in one go.
Also worth a look
- QuotesYour customer approves online. One click and your quote is an invoice.
- Invoices and PeppolCreate an invoice in your own branding and send it via Peppol. You see when it has been opened and paid.
- Your business at a glanceRevenue, costs and unpaid invoices, by month or quarter. Twenty reports ready to use.
Move your customer list over in one go?
Create an account and import your customers from Excel.