Customers and invoice items

The Customers and Items tabs store reusable data so you do not have to write the same thing on every invoice.

Customers store tax details and items store common concepts, prices, and taxes.

How to create or edit a customer

1. Open Sales invoices.
2. Press Customers.
3. Press Add customer.
4. Complete name, NIF, address, email, and contact person.
5. Save the customer.
6. To edit, press the customer in the list and modify their details.

How to create or edit an item

1. Open Sales invoices.
2. Press Items.
3. Press Add item.
4. Enter name, description, price, unit, type, and tax.
5. Save the item.
6. When creating an invoice, select the item to fill the line faster.

Tips

• Keep each customer's NIF and postal code up to date.
• Use items for recurring services or common products.
• Deactivate old items instead of reusing them with a different meaning.

Related articles

• Create a sales invoice
• Configure invoicing