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Create customers or subcontractors.

  1. Select the menu “Contacts>Company”
  2. Then select the company type you want to create (company, customer or subcontractor) in the table selection at the top of the bar, to the right of “Refresh”.
    1. Company type “customer” only receives a debtor number.
    2. Company type “subcontractor” only receives a creditor number.
    3. Company type “Company” receives both a debtor number and a creditor number and you can write and receive invoices from companies with type “Company”.
  3. Enter the relevant fields and complete the mask. The only mandatory field in a company is “code”. The code is automatically composed of the first 5 letters of the name and 3 letters of the location.
  4. After you have completed the fields, save the newly created customer/subcontractor by clicking on “Save” at the top of the bar. The customer/subcontractor now appears in the table below and you can e.g. use in the show.

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