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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