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πŸŽ‰ Echtzeit-Steuerfreigabe: ZATCA Phase 2 & Peppol BIS 3.0 zertifiziert
Flick Tools

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Add customers

Add a customer once and reuse their details on every document.

Updated

  1. Go to Contacts β†’ Customers β†’ New customer.
  2. Enter the company or person's name. If they're registered on Peppol, start typing their name or tax number and choose them from the directory β€” Flick fills in the details.
  3. Add an email for documents, billing address, tax registration number and payment terms.
  4. Choose Save.

You can also add a customer straight from the invoice editor by typing a new name.

Customer page

Each customer has a page with their open balance, documents, payments, notes and activity. Choose Statement to send a statement of account.

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