Clients

The Clients page is your address book of everyone you bill. Clients are reused across quotes and invoices, so you enter their details once. Each client is a row with its initials, its name, and its email, phone and city underneath.

Actions

• Add New: create a client
• Search: find a client by name, first name, last name, or email
• Filter: pick All, Active, Inactive or Suppliers in the segmented control above the list (each shows a count)
• View (eye icon): open a read-only summary
• Edit (pencil icon): change a client's details
• Client portal access: invite this client to their own Client Portal
• Payment methods - restrict which of your enabled payment methods are offered to this client; see below
• Delete (trash icon): remove a client (asks for confirmation)

Creating a client

Click Add New. The form shows every section on one page: Identity, Address, Tax & identifiers, Contact & portal and Summary. Everything is checked when you save; if a field needs attention, the form scrolls to it and says what is wrong. Closing a form you have changed asks before discarding it.

What is required

To save a client	Required
Company	Company name
Individual	First name and last name
Any client	Country, street address and city
Any client	The identifiers the client's country marks as required for its type

Everything else is optional, including the postal code, the email and the phone number.

Identity

• Client type: Company or Individual
• Company name, or First name and Last name for an individual
• Description (up to 500 characters)
• Founded date: the official registration date of the company. It is filled automatically by the company lookup when you use it, and it cannot be in the future
• Supplier: turn it on if this company is also one of your suppliers

Address

Country (it drives the identifiers and the currency suggested in the next section), Address, Address line 2, Postal code, City and State / Province. If address suggestions are enabled on your instance, picking one fills the whole block.

Tax & identifiers

• Client kind: Business or Government. A government client is sent through the channel its country requires for public buyers
• VAT registered: shown for a company only, on by default. A business registered for VAT carries a VAT number on the invoices whose country rules ask the buyer for one (an intra-EU business sale, for example). Turn it off for a business that is not registered, such as a micro-entrepreneur under the franchise en base or an association outside the scope of VAT: the invoice then asks it for no VAT number, while its national identifier (a SIREN, for example) is still printed. A private client is never asked the question
• Currency: overrides your company's default currency for this client
• Country-specific identifiers: the identifiers your client's country asks for (for example a SIREN or SIRET in France, a NIF in Portugal). The ones marked as required must be filled in to save the client from this form. What is required depends on the client type: a French SIREN, a Portuguese NIF, an Italian Partita IVA or a Polish NIP is required of a company, while an individual may leave it empty (a private person in France has no SIREN, and a Portuguese private client's NIF goes on the invoice only when they ask for it). An Italian individual must give a codice fiscale instead. A client saved before its country required one of these keeps its record, and the form asks for the missing identifier the next time you edit it. Every identifier you fill in is printed on the client's documents. Where your instance supports it, Look up fills the client's name, address and founded date from the official business registry
• Peppol: an optional electronic routing address

Contact & portal

One or several contacts, each with a name, role, email and phone, and one marked as the primary contact. The Document language overrides your company's default language for this client's PDFs and emails; see Document Language. Once the client exists, this section also gives access to the Client Portal invitation.

If a client with the same email, or the same name in the same country, already exists, a warning names it and links to it. You can still create the client.

Creating a client from a quote or an invoice

The Client field of a quote or an invoice ends with a Create new client option. It opens a short form instead of the full one: the client type, the name (or first and last name) and the country, which starts as your own company's country and can be changed. Saving creates the client and selects it on the document straight away, without losing anything you already entered.

Fill in all the details switches to the full form, keeping what you typed.

A client created this way has no address yet. That is fine for a quote, but an invoice cannot be issued without it, see below.

Completing a client before invoicing

Validate and Send on an invoice are refused when the client lacks what an issued invoice needs:

• the street address and the city
• an identifier your own country's invoicing law requires of this client on this invoice

The message names what is missing and offers an Edit client button that opens the client's edit form. Nothing is lost: complete the client, come back to the invoice, and run the action again. A draft can always be saved, and a quote can always be sent, whatever the state of the client.

Why the identifiers

The identifiers checked here come from your own country's invoicing law, and depend on the client's type and country: a French company issuing to a French business client needs its SIREN, but never asks a private client for one. They can differ from what the form asks for, which follows the client's own country. For example, the VAT number of a business client in another EU country is not required to save the client, yet a French invoice to it must carry it. The draft's PDF marks each missing one, see Identifiers on the PDF.

Picking a country fills in Currency with that country's usual currency, and, for a new client, suggests a Document Language when the country has one clear choice. Both are only starting points: change either one freely. Editing an existing client never changes its currency or language on its own; only picking a different country fills in the currency again.

Restricting payment methods for a client

By default, a client is offered every payment method your company has enabled - nothing to set up, this is how every client already behaves.

To narrow it down for one client, open Payment methods from that client's row menu (or from its View screen). Turn on Restrict payment methods, then check only the methods you want to offer this client - for example a client who insists on bank transfer only, or a foreign client for whom a card payment is the only realistic option.

What this does and doesn't change

• The restriction only narrows: it can never offer a method your company hasn't itself enabled. If you later disable a method the client was restricted to, it simply disappears for them too - nothing to undo on the client's own side.
• It applies everywhere a payment method is shown to this client: the invoice PDF's own "Payment methods" section, the covering email, and the Client Portal's online payment link.
• Turning the restriction off (or leaving it off) returns to the default: every enabled method, exactly as before.

Statuses

Status	Meaning
Active	Available when creating quotes and invoices
Inactive	Archived, kept for history

First use

When you have no clients yet, the page shows a "No clients yet" message with an Add New button. Add your first client here, then head to Payment Methods.