Edit customer information

Next to Search new customer there are two search fields where you can enter information about the customer you are looking for, and find their full details. In the first field you can search by name, corporate identity number or personal identity number. In the second field you can search by street address, location or postcode. The information you enter should be separated by a single space.

Here are some examples:

or

Customers marked as active are selectable when you create invoices.

Exclusively for non-profit organisations and economic associations, this box allows you to separate your members from your customers.

Here, you indicate whether the customer should be registered as a company or a private individual. The choice you make determines whether the amounts on the sales invoice are shown including or excluding VAT.

If the company is part of a group and sells goods to other subsidiaries within the group, you can check this box to be able to select group-specific accounts for your accounts receivable.

Read more about how it works in the article Post accounts receivable and accounts payable to different accounts.

The setting controls which language is used for the default texts on the invoice. Please note that articles only will be shown with their English designation if you have entered English text in the field Article name in English when creating articles. The setting will also apply for quote and order documents sent to the customer.

If you select Swedish the default texts in the sales document will be in Swedish. The article names will be shown according to the text entered in the field Article name in English on the article.

Apart from the default texts and the article names this setting controls which language is used for the standard texts found in Settings - Company settings - Other settings. When selecting Swedish or English, the standard texts used for documents and e-mails will be the ones entered as foreign texts.When selecting English the standard texts used for documents and e-mails will be the ones entered as foreign texts.

If you deliver to a municipality, county council or a major company, you should check which GLN to use. They often have one corporate identity number, but several GLNs. Entering the correct GLN ensures that invoices and goods are sent to the right unit/location at the recipient.

A VAT number is made up of a country code followed by up to 12 digits or letters, depending on the country. Special characters are not allowed. The VAT number you enter here will be included on all invoices to the customer. If you will be invoicing without VAT to customers in other EU countries, the customer's VAT number must be indicated on the invoice. This is because VAT-exempt sales must be reported to the Skatteverket in the report EU periodic VAT declaration. If the customer's VAT number is not specified on the invoice, Swedish VAT rules are applied.

Here you add the e-mail address to which this customer wants to receive their invoices. This address will be suggested when sending invoices by e-mail. This address will also be used as the default e-mail if you leave the other e-mail fields empty.

Here you add the e-mail address to which this customer wants to receive their orders. This address will be suggested when sending orders by e-mail.

Here you add the e-mail address to which this customer wants to receive their quotes. This address will be suggested when sending quotes by e-mail.

If your customer wants copies of the sent sales documents, you can add up to 5 e-mail addresses. The e-mail is sent as a blind copy.

Start typing or click the blue icon in the field to add one or more references. The list of references will be available on your quotes, orders and sales invoices, giving you the option to select any reference from the list. If you choose to have a reference in this field, it will be suggested the first time you create a new sales document. Click on the reference to edit or delete it.

Choose the delivery terms you want to set for the customer. The delivery terms you choose here always apply when you register a new document for the customer. If you have customers abroad, it may be a good idea to be familiar with Incoterms, which is an international standard published by the International Chamber of Commerce (ICC).

Incoterms can be used for deliveries abroad to prevent misunderstandings related to factors such as cost and risk of shipping.

More information about Incoterms is available at incoterms.se or from your insurance company.

Choose the delivery method you want to set for the customer. The delivery method you choose always applies when you register a new document for the customer.

You fill in the delivery address here if it is not the same as the customer's postal address. The delivery address is shown on quotes and orders.

The payment term Cash is used when you are paid in cash.

The payment term Card payment is used if you are paid via Zettle by PayPal or card into your bank account. If the payment concerns Swish, you use the payment term Swish direct payment.

Here you specify what currency the customer should be invoiced in.

Choose what account you want to appear on the sales invoice for each customer. Select Primary operating account if you have added a bankgiro or plusgiro number and want them to be shown on the invoice. If you choose primary operating account, the account will change accordingly if you change the Primary operating account under Settings - Company settings.

Choose a price list for the customer. When you create quotes, orders or invoices for this customer the prices will be fetched from this price list. Read more about sales price lists in the topic Sales price lists.

Choose a discount agreement for the customer. When you create quotes, orders or invoices for this customer the discounts will be fetched from this discount agreement. To stop using a discount agreement, choose Nothing selected. Read more about discount agreements in the topic Discount agreements.

If you want to set a discount for a customer you enter the discount percentage here. The discount will be deducted for all articles this customer is invoiced for.

Tick this box if the customer should be invoiced according to the rules for VAT reverse charge. The box is only shown if you ticked that your company invoices according to the regulations for reverse taxation under Settings - Company settings, the tab Invoice settings.

If you tick Construction sector, VAT reverse charge, the function for removing VAT from the invoice is activated. This should be used if you are a subcontractor of certain services. Read more about the rules for this on Skatteverket's website.

In this section you can add information regarding ROT/RUT and green technology. The information in these fields will be pre-filled on the sales invoice to make it easier for you to create the invoice. These fields can also be updated automatically from the sales invoice.

Type of property

Choose Apartment or Property. The fields below will change depending on the choice you make here.

Housing assoc. no

Fill in the corporate identity number of the housing association.

Apartment reference

Here you add the apartment number.

Property reference

The property reference is added here.