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Customers
The whole customer on a single card.
The customer card brings master data, sales history, balance, linked vehicles and internal notes into one place — with three-tier classification, automatic accounting sync and direct access to the customer portal.
- Complete customer card with master data, balance and sales history
- Three-tier structure: Type → Group → Price group
- Linked vehicles and per-shop internal notes
- Automatic sync with E-conomic and Dinero
Everything about the customer — without jumping between screens
Every customer card collects what a workshop actually needs: name, contact details, separate billing address, phone numbers (formatted automatically per country), VAT/EAN, VAT zone, payment terms and credit limit. Classification runs in three layers — Type, Group and Price group — so the right discount, accounting code and letterhead are applied without manual choice.
From the card you see all history directly: quotes, orders, invoices, credit notes, balance entries, linked vehicles and internal notes. Send a portal link, dial straight from the mobile number, and sync automatically to E-conomic or Dinero — all from one place.
Real-time email validation when creating customers
Separate billing addresses per document type
Full chronological sales history right on the card
Automatic balance calculation and entry overview
Send portal link in one click from the customer card
Addresses are duplicate-checked automatically
Customer list and search
Full customer list
One overview with search and filtering across name, email, phone and mobile.
All the columns that matter
Name, attention, email, address, postcode, city, phone, mobile and VAT number — visible in the list itself.
Fast navigation
Click a customer to open the card — no extra navigation, no modals.
Create and edit customer
Validation and duplicate-check happen as you type.
Real-time email validation
The system warns if the address is already in use — avoid duplicates from day one.
VAT number and EAN
Register VAT and EAN identifiers for electronic invoicing.
Default currency and VAT zone
Set currency, VAT zone, payment terms and credit limit per customer.
Type, Group and Price group
Classify the customer across three layers — drives automatic prices, accounting codes and document layouts.
Address details
More than one field — our address handling is built for how workshops actually invoice.
Full address with country
Name, attention, street, postcode, city and country — everything the invoice needs.
Separate emails per document type
Quotes, orders, invoices, credit notes and statements can go to different addresses.
Phone numbers with auto-format
Phone, phone2, mobile and fax are cleaned and formatted automatically per country.
Automatic duplicate-check
Identical addresses are not created twice — the system warns on a match.
Sales history
Full chronological view
Every quote, order, invoice and credit note for the customer in one place.
Click straight to the document
Jump from history to a specific sales page in one click.
Instant support context
Sales and support see the entire trail without hunting for documents.
Balance and entries
Get a definitive answer to "What does the customer owe?" — without opening the accounting system.
Combined balance overview
Total outstanding and unsettled differences are always at the top.
Detailed entry list
Type, reference, amount, posting date, due date and settlement status per row.
Automatic refresh
The balance recomputes whenever entries change — no manual sync.
Send payment request
Trigger a MobilePay request straight from the balance.
Linked vehicles
Every car the customer has had
Vehicle list derived from the sales history.
Full vehicle data
Plate, VIN, make, model, model year and first registration date in the list.
Click straight to the vehicle page
One click opens the full vehicle page with inspections, taxes and insurance.
Customer group structure and notes
Three-tier classification
Type → Group → Price group. Types and groups can be marked default or inactive.
Accounting codes per group
Groups can be linked to accounting codes and document layouts for correct bookkeeping and letterhead.
Internal notes per shop
Add notes on the customer card — visible only to the shop that created them.
Customer portal and accounting sync
Send portal link in one click
Give the customer access to the portal straight from the card — no manual account creation.
E-conomic sync
Master data, groups and balance are kept up to date in E-conomic automatically.
Dinero sync
Same principles for Dinero — one source of truth, no double entry.