Table of contents:
Creating a client (standard method)
Go to the Customers & Suppliers menu
Click on Add new customer
Fill out your client's information. Fields marked with an asterisk are required.
Although not required, we advise you to fill out as many fields as you can in order to benefit from all the advanced features offered by Billtobox.Save.
To save time, you can import your customers in bulk using the process explained in this article.
Creating a client from an imported invoice
When importing an invoice manually, click on the invoice to see its details.
From the details, you can add a new customer by clicking the arrow in the customer field then clicking on + Add.
Then fill out your customer's details.
The required fields are marked with an asterisk.
You can also add the customer's e-mail address so that you can send them invoices through e-mail.
Creating a client from an invoice created on Billtobox
When creating an invoice on Billtobox, you can create this customer directly in the invoice creation interface by clicking on the + icon.
The customer creation form will appear and you'll be able to fill out your client's information. Those marked with an asterisk are required, email and VAT number are strongly recommended.
The VAT number field stays red
Does the VAT field stay red after you fill it in? A red border means the number is not a valid VAT number. This happens when the format is wrong (for a Belgian number: BE followed by 10 digits, no spaces or dots) or when the number does not exist in the official register.
Check the format: BE followed by 10 digits, with no spaces or dots.
If the format is correct but the field is still red, ask your customer to confirm their exact VAT number.
You can verify a Belgian number in the Crossroads Bank of Enterprises at kbopub.economie.fgov.be.
Enter the confirmed number and save.