Create a customer
1.To create a customer from the clients tab
2. Press the action button
3. Search for a client in the SIRENE database containing approximately 30 million companies
The search can be done on the company name, address and Siren number |
4. Create a client without using the SIRENE database
Press skip this step to create a customer without using the SIRENE database
Add the general information (customer number, company name, a siret..)
Add an invoicing address and the customer's details
It is possible to retrieve this information from your contact list on your mobile device by pressing the button
Confirm the creation by pressing SAVE
