Customer

Use Self-Service → Customer to maintain parties used on sales documents.

Add a customer

  1. Select Add Customer.
  2. Enter the customer name, code, contact information, TIN, identification type, and identification number.
  3. Enter the email address and SST registration number where applicable.
  4. Complete the address, city, state, postcode, and country.
  5. Use Search TIN where appropriate to verify available taxpayer information.
  6. Select Create.

Maintain a customer

Search for and open the customer. Update the information and select Apply Changes. Use Delete only when authorized.

Customer information is used for sale invoices, credit notes, debit notes, and refund notes. Incorrect customer data can cause validation or submission failures.

Understand customer information

  • The customer code identifies the reusable record within the merchant account.
  • TIN, identification type, and identification number identify the customer for e-Invoice purposes.
  • SST registration number is used only when it applies to the customer.
  • Email and contact details can be used for business communication and invoice notification.
  • Address, postcode, city, state, and country must identify the customer correctly.

Search TIN assists with available taxpayer information; verify that the result belongs to the intended customer before saving it.

Before deleting a customer, check whether it is referenced by a draft or a business record that must be retained.