Last updated
Last updated
Go to Administration - Project - Customer and click on create customer
Provide the following information for the new customer:
Customer name
Customer number (Leave this box empty if you use an automatic number series for customer numbers, as configured by Millnet.)
Organisational number (if applicable)
Customer relations manager
Contact information
Customer note (to add any additional information)
After saving, the other parts of the customer card will be accessible for further editing or viewing.
On the customer card, you can add an "Invoicing address" and also "Shipping address".
To supplement the customer's information further, you can add more details under the "Accounting", "Terms & Conditions section". This could include payment terms, and any other relevant financial information.
Choose VAT mode if you want the VAT information to be included in the invoice details when exporting invoices. This will ensure that appropriate tax details are reflected in the exported invoices based on the customer's location and tax regulations.
If you need the option to print reports from Millbill in a language other than your default language, select the Language option. This will allow you to customize the language for reports to suit your needs or your customers' preferences.
Similarly, if you want the ability to print project and invoice reports in the customer's currency, choose the "Currency option". This will enable the conversion of amounts to the customer's currency when generating reports.
If you have any questions or need further information about integrations and customizations, you can contact Millnet Support for more assistance.
The options are:
None: If you don't want to apply any invoicing fee for this customer, select this option.
Global: If you want to apply an invoicing fee based on the pricelist's invoicing fee, choose this option. Make sure you have already set up the global fee under "Pricelist - Invoicing Fee.
Customer Specific: If you want to set a custom amount as the invoicing fee for this specific customer, select this option.
Choose which payment terms should be used. If you also need to add information for other terms such as "Shipping Terms", "Shipping Method" and "General Terms" look for corresponding sections and fill in the relevant details. Don't forget to save.
Use the search bar at the top to find customers. The search term you enter is compared to the information in each column, and the list is then filtered to show only the customers that match. Matches are displayed in bold so you can easily see what part of your search matches, You can sort the customers by any of the columns. Click on the heading of the column you want to use. Tick the Inactive box if you want them to be included in the search.
If you are using Millnet Webconnect and have selected the setting to import customers, you can do this from the customer list. This requires that the user has the Accounting Manager permission on the user card. Otherwise the icon will not be displayed.
Proceed as follows:
The customers will now be imported into Millnet
NOTE! Integration with your financial system must be supported for you to use Millnet Webconnect. Please contact Millnet Support for more information.
To reactivate the customer, simply uncheck the box and save. Remember to select "Show inactive" to see the customer in the list.
Once you've filled in the necessary details, click down to right to add the new customer. The system will then assign the first available number to the customer.
To add a customer contact to the customer card, press and fill in the form and press.
Choose invoicing method to specify how the customer want to receive the invoice. This is very important to specify when using Millnet Autofaktura, it also make it easier to separate invoices in Millbill. The chosen invoicing method may affect the options available for the invoice fee. If you want to send e-invoices you will benefit by using. This feature automatically searches for a Global Location Number (GLN) that matches the customer's information. GLN is a unique identifier used to indentify companies and their locations in electronic data interchange (EDI) systems. When using the "Connect Customer" feature, if the right customer is found, you can update or add information to some parts of the customer card as you connect it. This might be helpful to ensure the customer's details are accurate and up-to-date for electronic invoicing purposes. Clear connection if you no longer want to use the Connect Customer feature for a particular customer, you have the option to erase the connection by pressing . It is possible to add an invoice fee connected to the customer.
You can also use the arrows on the bottom left to move between pages. To export the list to an Excel document, click on this icon at the bottom.
Go to the customer list and click on the cloud at the bottom of the list (next to the Excel icon)
Click on the pencil or double-click on the row if you want to edit a customer. The customer card will open and you can edit all the information. Remember to save your changes. To deactivate a customer, tick the Inactive box. You will find this box in the first part of the customer card. Then press "Save".
