To automate the creation of new customers, enable the autocreate customers setting.
- Go to your Settings
- Enable Autocreate customers and Autonumbering of your customers
- Choose the starting value and template
For customers that haven't been saved to your list yet, the OCR pre-populates the customer's information.
To facilitate the sending of future invoices, you can choose a default delivery channel for all new customers:
This setting will be used for manual creation as well as automatic creation of customers and only applies to new customers, existing customers will not be affected.
Note: if a customer is also a member of the Billtobox platform, the delivery channel will be set to community delivery.
Although this data is not required, you can also add your customer's VAT or IBAN number (if they have one) in order to make payments easier, match payments received or even to be able to easily find customers through search.
Click the Save button and your new client will be created.