Customer management

The Customers page holds your partners' billing details. When you enter a VAT number, the system fills in the official company data, and every week it checks that the stored data still matches the official register.

You can open the Customers page from both the CRM and the Finance menu.

Adding a customer

1. Click New customer.
2. Pick the country and enter the VAT number.
3. The system looks up the official company data (name, postal code, city, address) and fills in the fields. For Hungarian companies, the branch offices registered with NAV are listed too and are added to the customer when you save.
4. Check the data, add the email address, then click Save.

For Hungarian VAT numbers, the lookup needs your company's own NAV access. Under Team Settings → Integrations → NAV credentials, turn on Validate Hungarian tax numbers via NAV and Auto-fill company data from NAV.

Ongoing checks

Every week the system compares your customers' data with the official register (NAV, VIES or the country's own register) and flags anything that changed or any VAT number that is invalid. You can take over the official data with one click.

Useful features

• The Verification status and Country filters quickly find customers with changed or invalid data.
• You can import customers from an Excel file and export the list to Excel.
• Duplicate customers can be merged: on the customer page, open More actions and choose Merge customer.