You can click on "Customers" in the menu and then on the "Add new customer" button.
Add new customer #
The following fields are required (fields with *) :
- Last name
- Currency (defaults to EUR)
- Street and number
- Postal Code
- Place
- Country
All other fields are optional, but preffered to be completed.
Last name #
This field is required. Here you enter the customer's last name. This last name is also shown on the invoice.
First name #
This field is optional. If completed, it will also be shown on the invoice.
E-mail #
This field is optional. Enter the customer's email address here. We recommend doing this so that the system can send automatic emails and invoices.
VAT number #
It is possible to enter a VAT number. If the VAT number is European, the VAT number is immediately checked for validity via the VIES system. This field is of course optional.
Currency #
Within Re-proVet it is perfectly possible to work with different currencies. This field is therefore mandatory. By default, this is set to Euro.
Telephone number #
This field is optional. Enter the customer's phone number here.
Website #
This field is optional. Enter the customer's website here.
Street & house number #
This field is required. Here you enter the street and house number of the customer (and/or his company). This information is also shown on the invoice.
Postal Code #
This field is required. Here you enter the zip code of the customer (and/or his company). This information is also shown on the invoice.
Place #
This field is required. Here you enter the municipality of the customer (and/or his company). This information is also shown on the invoice.
Country #
This field is required. Here you enter the country of the customer (and/or his company). This information is also shown on the invoice.
Reference #
This field is optional. Here you can enter a reference for your internal accounting.
Active #
This field is optional. By default, all customers are active. If you no longer use/need the customer, but do not want to delete him/her, you can put them on inactive here.
Remarks #
You can freely enter your comments in this field. For example, whether the customer has certain preferences, or other information that you would like to see.
Can login #
If you check this box, you can enter a password. The customer can then also log in to your Re-proVet account. He can then view his own data (horses & invoices) here. To use this feature, a customer email address is required.
After you have entered the necessary customer information, click on "Save".