You can create a new corporate customer in the Customers area under the Companies and Associations folder, or when creating a new matter or matter request. In the Customers area, under the Companies and Associations folder, it's done by selecting the New button from the ribbon.

• Complete at least the mandatory fields marked in red to be able to save the customer: Name, Home Country, and Customer Responsible. Make sure that the home country is correct since it determines the taxability of the customer's invoices.
• If an EU-based corporate customer is liable, for taxation, save the VAT number, so the sale is recognized as community sale. The VAT number is printed on the customer's invoices. We also recommend to save the business ID. If a customer is already found by name, business ID, or VAT number, the software will notify you but will not prevent the customer from being saved.
• Save the language for the customer, which will be valid for all matters opened for the customer, the transactions added to them, and the invoice templates.
• If the customer being established is a subsidiary, you can link it to the parent company in the Parent Company field.

• In the Contact Information section, define the customer's contact details and primary contact person. Clicking the magnifying glass opens the Look Up Records window, where you can search for private persons added to the software or add a new contact person by selecting the New button. The primary contact person assigned to the customer is by default the main contact person for all the customer's matters, but the information can be overridden on a matter-by-matter basis.

  

• In the Invoicing Information section, select the invoicing contact person whose name will be printed on the customer's invoices. Also in this field, you can either search for a suitable person using the magnifying glass or add a new one.
• If the customer wants to receive their invoices as e-invoices or by email, specify the following:
  • If e-invoices are sent in Finvoice or Peppol format, save the e-invoicing address (EDI code) and e-invoice operator code, and select the correct e-invoice operator.
  • If e-invoices are sent in TeAppsXml format, only the e-invoicing address (EDI code) is required.
  • If the customer wants to receive their invoices by email, save the email address in the Invoicing Email field. You can add multiple addresses separated by a semicolon.
  • After an invoicing email is added, the "Cc to Invoicing Contact" field is activated. If you select the field, the email address of the customer's invoicing contact is filled to the "CC when Invoicing" field.  If the invoice needs to be notified to multiple email addresses, you can add more addresses in the field, separated by a semicolon.
• If you print the invoice, the address saved in the Address tab will be printed by default. If a visiting address is recorded there, you can save a separate mailing address in the Addresses folder and then select it in the customer window in the Invoicing Address field.
• If the customer requests a specific reference on their invoices, save it in the Customer Reference field. Selecting the Use Summary Invoice field will produce summary invoices for the customer. You can select the Collection Prevented field if the customer should not receive payment reminders under any circumstances.
• In the Business Information section, the Customer Responsible is a mandatory field, and the role of the customer responsible can be restricted to a specific user group in the settings if necessary. For customer classification, you can also define the customer type and industry code. The Service Restriction field is not relevant at the customer creation stage, but it can later be used to prevent, for example, the recording of new transactions due to overdue invoices.
• Add the customer's address information to the Address tab. This information is required even if the invoices are sent as e-invoices.
  

• In the Identification tab you can define the level of identification required from the customer (normal, simplified, enhanced, not required) and the risk assessment that adjusts how long a completed identification will be valid. By default, this information is inherited by all matters for the customer. You can also save additional information about the reason for the identification level and about the customer's business activities.
  

   

  

When the required basic information has been entered, you can save the customer by selecting:

• The Save and Close button (which closes the customer window)
• The Save button from the dropdown arrow that opens from Save and Close
• The Save button from the top bar of the software
• The Ctrl+S keyboard shortcut.

When saved, the customer gets a customer number. At the same time, the folders that previously appeared gray for the customer are activated, allowing you to add addresses, contacts, and team members to them.