To begin creating a new customer go to: Sales > Customers > New customer:
or via the “Create new” – menu:
After this, the following screen will appear:
When creating a new customer, there are only two system-required information: Name and Business ID (if corporate customer). In practice, however, you must also enter the Customer's Address, Zip Code, and Post Office (Note: Invoices can only be printed locally if this information is missing).
Basic data (1)
Name – Customer name. The field below the name field is for extension of the name.
Business ID – Customer’s Business ID. In the case of a Private Customer, check the box Private Customer. If you select this, you cannot enter the business ID. In the case of a foreign customer, here you put the customer’s VAT number.
Customer Code - Defining the code is optional, but if the client information is updated from a csv- file, then the code is a required data (cursor). We recommend using the code.
Customer Group - The customer's customer group is selected here.
Organization unit number - (if the information differs from the company ID). To this field you may add some customer-specific information that must be passed on to the recipient via e-invoice material. For example, factory number or other fixed information required by the recipient. The information in this field goes to the BuyerOrganizationUnitNumber tag in Finvoice data. You should not enter the customer's e-invoice address in the field.
The Business ID link provides access to the Ytj (The Business Information System) website. The customer information can be retrieved directly from Ytj by entering the desired business ID and pressing the "Find data" button. E-invoice address information is not retrieved and must be entered separately if you wish to be invoiced with an e-invoice. Currently, business ID search works for the following company forms: limited liability company, housing cooperative and cooperative. We are retrieving information from Ytj by using the interface and so far only these company forms are available.
Invoicing address (2)
Address - Customers billing address.
Postcode and city - The ZIP code and location of the customer's billing address.
Country – This is a decisive information for the default accounts of invoices formed for the customer and VAT processing. The system uses the customer's default country sales account and processes VAT according to the country information (domestic, EU and non-EU).
E-mail invoicing address: Customer's e-mail billing address. This field is not required if email invoicing is not used.
For electronic invoicing, all fields (except the e-mail billing address field) must be completed. Below the address field is an address extension field.
Name – The name of the office.
Address – Customer shipping address.
Postcode and city - The customer's postal code and location.
If location information is needed, all fields must be filled in (electronic invoicing is prevented if the information is incomplete!).
E-invoicing data (4)
E-Invoicing Address - This field displays the customer's e-invoicing address.
E-invoice operator - Select the correct operator from the list.
Netvisor assumes that the e-invoice address is in so called IBAN format and if not, an invalid address will be reported. By ticking "Skip checking of e-invoice address when saving data", the IBAN check will be ignored and the e-invoice address field can be entered in OVT format. In this case, you should always check that the address is correct.
“Create customer” - The customer information entered is saved.
“Create customer and invoice” - The customer information entered is saved and at the same time the new sales invoice input function is opened for that customer.
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