Need to invoice a new customer? Here’s how to add the customer in Catacloud – with name, address and how the customer should receive invoices.
1. Open the new customer form
Go to Customers.
Click New customer in the top left.
Tip: You can also click New customer under Quick actions on the Dashboard.
2. Fill in the General tab
Type: choose Company or Private person.
Name: type the company name or organisation number. Click the magnifying glass to search the Brønnøysund Register Centre, or pick the name you typed.
Federal ID: the company's organisation number.
Country, E-mail and Phone: fill in what you have.
Customer No. is filled in automatically with the next available number. Fields marked with an asterisk are required.
3. Add the address
Open the Address tab.
Fill in the Business address.
Tick Same as business address if the postal address is the same, otherwise fill in the Post address.
Note: The customer must have an address before you can send an invoice – whatever the delivery method, EHF included. Without an address you get an error message when you invoice.
4. Choose how the customer receives invoices
Open the Invoicing tab:
Currency and Language of the invoice.
Due days: the default is 14 days.
Delivery: for example Send as an e-mail.
Invoice e-mail: the address invoices are sent to. If you leave it empty, invoices go to the customer's regular e-mail.
5. Save the customer
Click Create customer. You see the message "Customer created", and the customer is listed under Customers → All customers.
Note: You can add bank accounts and contact people now under Bank accounts and People, or later by editing the customer.
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When should you contact us?
Contact us in the chat if you can't save the customer. Please include:
the client,
the customer's name and organisation number,
the exact error message.