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Getting Started
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Settings and Registers
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Send Your Invoices
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Learn More
Path to InExchange Network: Register/Customers
Watch the video on how to create a new customer or update an existing customer card
Customer-related information is collected in your customer register
All information about your customers is collected on the customer cards in your customer register. Details such as addresses and (fixed) references can be specified on the customer card. Here, settings for payment terms and delivery methods, among others, are also made.
You can create an Excel report of all or parts of your customer register. Click on Report when you have displayed the customers you want to include in the report.
Where can I find the customer cards?
The customer cards are found under Register > Customers in the menu. Click on View to bring up a card.
You can also easily access the customer card for the current customer via the Create Invoice page when creating an invoice. Click on Edit Customer in the invoice header.
Example of a customer card:
At the bottom of the customer card, the customer is linked to an e-invoice recipient in the network.