Customers and contacts

Everything starts here. Get a customer record wrong and the invoice goes to the wrong address three weeks later.

Creating a customer

A name is enough to begin. You will fill in the rest as you go, nothing forces you to complete everything at once. The fields that really matter: the billing address, the email where invoices will be sent, and the VAT number if it is a company.

Avoiding duplicates

Before creating, type the first three letters into the search box. Nine times out of ten the record already exists. Two records for one customer means two half-histories and a balance that no longer means anything.