Table of contents:
Add a customer (default method)
Go to the Customer & suppliers menu
Click on the button Add new customer
You fill in the necessary information on the customer's platform. Field with an asterisk *
Although the other fields are not mandatory, we recommend that you fill them in to take advantage of all the possibilities that Banqup offers.
Don't forget to save the client
To save time, you can import multiple customers at once using the procedure explained in this article.
Add a customer from the details of an imported invoice
When you import an invoice, you need to click on the desired invoice to go to the details.
In the details you can add a new customer by clicking the plus sign.
Enter the information that appears
Mandatory fields are marked with an asterisk *.
For even more options, you can enter the customer's email address so that you can send invoices by email.
Add a customer from a manually imported invoice
When you create a Banqup invoice for a new customer, you can create that customer directly on the platform by clicking on the plus sign.
A window will appear where you must enter the customer's details. Fields marked with an asterisk * are required, but we recommend that you enter the customer's email address and VAT number as well.