New customers can be created in four different ways.
- the customers can sign up themself via the hosted signup pages
- the customers can sign up themself via an order form that has been self-implemented with BillwerkJS
- Creation of a customer using REST API
- Creation using the web UI
Proceed as follows in the web UI. In the dashboard, click the customers tab and then the button "New customer":
Fill in all required fields.
You can leave the debitor ID blank if you want billwerk to generate it automatically. The corresponding setting can be found in "Settings > Accounting > Debitor IDs". If the customer is a foreign customer from the EU and you enter a valid VAT ID number, billwerk automatically applies the reverse-charge procedure when issuing the invoice. In addition, you can set the mode of dispatch method for each individual customer and their documents. Define a language for foreign customers. If you have saved corresponding translations for plan descriptions, etc., these are output in the documents in the respective language. Invoice templated can be issued in German, English and French. Every customer with a different language will receive English templates.
Finally, click on "Save" and the customer is successfully created.