How to insert a new Client/Customer

Home > How to insert a new Client/Customer

  1. Please select “My customers” from the menu and then click at “Add new client”.
  2. Please insert your customer’s VAT number and click the “Validate EU VAT” button in order to check (for EU Companies Only) if the Tax Identification Number of his exists in the VIES database and if it is valid. If it is valid, the name of the company will be auto filled with the information that exists in the VIES database.