Create a customer

Modified on Tue, 13 Dec 2022 at 04:21 PM

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


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