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Adding a client

Enter a client once and they’re suggested in orders and invoices, with their own currency and payment term.

In this article · 2 sections
  1. Company details
  2. Payment terms
Who it’s forDispatcher · Owner · Accountant
WhereClients → New client (Kontrahenci → Nowy kontrahent)
Time neededThree minutes

Company details

  1. 1
    Go to Clients (Kontrahenci) and click New client (Nowy kontrahent)
  2. 2
    Enter the Company name * and NIP (tax ID)For a client in the EU, click Check VAT in VIES (Sprawdź VAT w VIES) — the system confirms the number in the EU database before you issue an invoice without VAT.
  3. 3
    Fill in the addressStreet and number, city, postcode, country.
  4. 4
    Tick the rolesSender (Nadawca), Recipient (Odbiorca), Payer (Płatnik) — one company can be all three. This decides where it’s suggested in the order wizard.

Payment terms

Default currency * and Default payment term (days) * then go into every invoice for this client. Set them once instead of correcting them every month.

Also worth filling in:

  • Billing email — where the invoice goes, usually not the same as the sales contact.
  • Contact person and phone — who picks up when there’s a problem at loading.
  • Collective invoice (Faktura zbiorcza) — when the client wants one invoice a month instead of ten.
Useful next
How to create an orderA five-step wizard. The draft saves itself, so stopping to take a phone call doesn’t wipe anything.Issuing an invoiceFrom a closed order to a PDF in your client’s inbox.
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