The customer record
The customer list and the detailed record: identity, contact details, documents, unpaid amounts and Peppol identifier.
The Customers screen brings together every person and company you invoice. The list is for finding a customer, the record for consulting their history: documents, payments, amount due, Peppol identifier. Both screens exist on web.novadesko.com and in the apps; the differences are pointed out on this page.
The customer list
- The search filters the list as you type.
- Each row shows the name, customer code, email, phone and status.
- Import and Export exchange your customer file.
- Create opens the form for a new customer.
| Column | Content |
|---|---|
| Name | Initials or logo, name, VAT number underneath, Peppol icon if an identifier is known, country flag. |
| Customer code | Reference assigned automatically on creation (for example 10000002). |
| Default address, clickable. | |
| Phone | Default number with its flag, clickable. |
| Status | Active or Archived. |
The Search a customer... field filters as you type on the name, company, email, phone, customer code, VAT number and city. The Filters button opens the advanced filters: Status, Type (Company or Individual), Country, VAT number (with or without), Peppol (identifier found or not), Creation date and Sort by. The column headers also sort the list. Pagination offers 25, 50, 100 or 500 rows per page.
The toolbar contains Customer VAT Listing, Intracommunity Customer Listing, Import, Export CSV, Multiple selection and Create. These buttons are described in Import and export customers.
Row actions
- Move the mouse over a row.
- The row actions appear on the right.
- Open the record, edit the customer or show the menu with the other actions.
On hover, three icons appear: view, edit, delete. The three-dot menu adds « Voir la fiche » (view record), Create Invoice (the customer is preselected in the form), « Exporter (CSV) » (export as CSV) and Delete. Deletion asks for confirmation.
A customer linked to one or more documents cannot be deleted. Archive them from their record instead: an archived customer no longer appears in document selectors, but their history remains available.
On mobile, the list becomes a series of cards with the same information and the same menu.
- On mobile, the search stays at the top of the list.
- Each customer becomes a card.
- Tap a card to open the record.
The record
- The record opens on the Information tab; the other tabs hold documents, transactions and statistics.
- The contact details: email, phone and address.
- The billing details: company, VAT number and customer code.
- Create an invoice starts an invoice already addressed to this customer.
- Edit opens the form of the record.
The header shows the name, customer code, status, Peppol identifier, VAT number, country, email and phone. The Edit and Create Invoice buttons are always visible; the three-dot menu offers « Créer un devis » (create quote), « Vérifier sur Peppol » (check on Peppol), « Envoyer un e-mail » (send an email) and Delete.
| Tab | Content |
|---|---|
| Information | The cards described below. |
| Documents | The customer's invoices, quotes, credit notes and orders: number, type, date, due date, total, amount remaining, status. The due date turns red when the document is overdue. |
| Transactions | The payments recorded for this customer: date, document, payment method, amount. |
| Statistics | Four indicators (turnover incl. VAT, unpaid amounts, number of documents, average basket) and the « Chiffre d'affaires par mois » (turnover per month) chart. |
The cards of the Information tab
- Contact details: email, phone, mobile, address, country, language.
- « Société et facturation » (company and billing): type (Company or Individual), company name, contact, VAT number, customer code, VAT regime, exemption wording if any, intra-Community customer or not, creation date.
- Peppol: the identifier found in the Peppol directory and its validation date, or the invitation to run a search. The « Vérifier sur Peppol » (check on Peppol) button queries the directory from the VAT number. A customer with an identifier can receive your electronic invoices, see Send a Peppol invoice.
- Summary: turnover, unpaid amounts (in red as soon as an amount is due), number of documents, average basket, last purchase.
- Notifications: receipt of notifications by email and SMS, date of birth.
On web.novadesko.com, the record also has a Communications tab (emails, SMS messages and conversations exchanged with the customer) and a Wallet tab, in beta. The web record also lets you enable the customer portal with Enable portal: the credentials are sent to the primary email address.
The Unpaid amount on the Summary card is the quickest entry point for reminders: open the Documents tab, spot the rows with an amount remaining, then follow Reminders.