Clients — overview
The Clients area is your central master-data hub for every company you do business with. Address, VAT-ID, contact persons, and every document attached to a client live here.
What you do here
- Create a new customer company (master data, address, VAT-ID, payment terms).
- Maintain contacts (name, email, phone, role).
- See every quote, order, and invoice per client at a glance.
- Promote a client to subcontractor status or grant a customer-portal login.
Who needs access?
- Sales / inside sales creates clients and curates the master data.
- Accounting reads addresses for invoicing and VAT-IDs.
- Management sees the full client list.
Employees without customer contact usually don’t need this area — hide the menu item through their role.
Connection to other areas
Customer master data feeds several other features. A customer added here automatically shows up where they’re needed:
- Quick Invoice — the customer picker on-site reads directly from this list. Address and VAT-ID land on every PDF. More under Creating a Quick Invoice on-site.
- Recurring contracts — each customer can have recurring contracts that auto-create invoice drafts. More under Recurring contracts.
- Email delivery — the customer email saved here is suggested whenever you send an invoice straight from the app or web.
- Invoice history — every past Quick Invoice per customer is visible in the app (“View history” button) and on the web (customer filter above the table).