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  4. How to Create a Customer

How to Create a Customer

In Reviso you need to create your list of customers so that you can issue invoices, quotes, and orders at any time.

Each customer is then linked to a customer group, where the predetermined account is designated for accounting purposes.

How to create a customer in Reviso?

Just watch a video tutorial on our YouTube channel.

 

 

To see your current list of customers, please go to Sales > Customers > Customers.

 

add customers

 

  1. Click on the option stating New Customer.
  2. Fill in the required information of your customer:
  • Tab with General Information: requires personal data of your customer as well as the terms of payment.
  • Tab with Additional information: also defines the VAT area. It is important to define it not only on your invoices but also the future reports and taxes.
  • Delivery tab: defines the delivery location of the customer, if applicable, and his / her bank details in case of charging via direct debit.

3. Only fields marked with asterisks are required, the rest is optional. Once you complete the necessary information, click on Save.

customer information

Whenever you need to create a new customer or make any changes to the already existing ones, please enter the section of Customers again.

Accounts for customers

Each one of your customers will be linked to a group of customers, where all information regarding the customers of that group, is registered.

Each group of customers has its own account number. It is also possible to assign an account number to your customers individually. You can use any numbering you want, either 1, 2, 3, etc. or 1000, 1001, 1002, etc.

Example: If you have 5 domestic customers, they will be linked to a domestic group of customers, which is defined under account 1100. Whenever you register an invoice with any of these 5 customers, it will be recorded under that account (1100).

Do not worry that all the customers are grouped together. Reviso also analyzes the data by the list of customers, where you are able to see the data of each individual customer as well as the data of your major customers. This way greatly simplifies your accounting, since you do not have to create hundreds of accounts for each customer, but with 4 or 5 accounts, you will manage hundreds of customers.

Icons

To the the right of each customer you will find various icons providing additional information.

Edit

This allows you to edit the customer information.

New quotation/order/invoice

You can create any of these from here.

Entries on account

Here you can access Customer ledger cards, where you will find all the records such as invoices and payments that have been made.

Open entries

This option shows you pending records. You can see invoices that have not been paid, as well as payments that were registered but not linked to the invoice.

If you have not linked the payment of the invoice, you can do so here as both appear as open entries.

Under the More you have several additional areas to add information including customer contact details.

Contacts

Here you can register details of the contact person of the customer within the company you are invoicing. You can enter the name and email address of your contact.

Delivery locations

Separate customer delivery addresses can be added here and then selected when creating your invoice.

Notes

This option allows you to write down additional information or notes concerning your customer. You could include notes on agreements or meetings.

Notes can be accessed by other users of your company, so they can have all the information about the customer. You can define follow-up dates and even categorize them to keep an eye on the future development.

Copy (C)

Copy a customer. This is useful for similar customers, where you can simply change the name and address, but copy all the other information.

Delete (Del)

If you created a customer by mistake, you can delete it when clicking on this option as long as you have not registered any data with this customer. If you have already registered some data, you can exclude the customer by selecting the barred access as explained above.

 

If you have any further questions, please do not hesitate to contact us. We will be happy to help you. 

Updated on May 17, 2018

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