Create a customer

Add a new customer in the BackOffice.

Create a customer before you plan work, invoice, or store customer history.

Every customer needs a name and a debtor number.

Creating customers is part of Relations.

It is available in all OutSmart packages.

The debtor number is filled automatically with the next available number.

1

Open CRM

Go to CRM in the left menu.

2

Start a new customer

Click Add in the top-right corner.

3

Fill in the required fields

Enter the customer name.

Check the debtor number.

4

Review the settings

Optionally set the PDF and email layout.

You can also set a discount, responsible employee, employee group, and language.

5

Save the customer

Click Save.

The customer is now available in your CRM.

Frequently asked questions

Which fields are required?

Only the customer name and debtor number.

Can I change the debtor number?

Yes.

But use a unique number only.

Does the language field translate documents automatically?

No.

You still need the correct PDF and email templates.

Related topics

• Customers
• Change the debtor number