This article provides a guide step by step on how to register a client on Debitoor. If you are new to using this online accounting platform, this process is essential for maintaining an accurate record of your clients and keeping track of your business transactions. Read on to learn how to add clients to your Debitoor account effectively.
– Choose the “Customers” option in the main menu
Choose the “Clients” option in the main menu
Once you have logged into your Debitoor account, you will be able to access all the functions and features that the software offers. To register a customer on Debitoor, simply follow these simple steps. First, head to the main menu and choose the “Clients” option. This is located in the upper left part of the screen, along with other options such as "Invoices", "Expenses" and "Products and services".
Create a new client
Once you have selected the “Clients” option, a new window will open with a list of all the clients registered in your account. To create a new client, click on the “New Customer” button located in the upper right from the screen. Next, a form will be displayed where you can enter the customer's information, such as their full name, address, telephone number, and email. Remember to complete all mandatory fields marked with an asterisk (*).
Save and manage customer information
Once you have entered the customer information into the form, simply click the “Save” button to record the data. Once saved, the client will be added to your list of registered clients and you will be able to manage your information quickly and easily. To edit an existing customer's information, you just need to click on their name in the customer list and their full profile will open. From there, you'll be able to make changes, add notes, and see a summary of all invoices and payments related to that client. With Debitoor, keeping an up-to-date and organized record of your clients has never been easier.
– Click on “Add new customer”
Click on “Add new customer”
Once you have logged in to Debitoor, the first step to register a client is to click on the “Add new client” option. This option is found in the main toolbar, in the clients section. When you click on this link, a page will open where you can enter the data of the new client. that you want to register in your Debitoor account.
Fill in customer details
On the “Add new customer” page, you will find different fields in which you can enter customer information. Required fields are marked with an asterisk (*), so it is important to make sure you complete them properly. Some of the data you will need to enter are: client name, address, tax ID and main contact. Additionally, you can also add additional information, such as the customer's phone number or email.
Save and finish registration
Once you have completed all the necessary fields, be sure to review the information entered to avoid errors. Then, simply click the “Save” button to finish registering the customer on Debitoor. Once saved, the new customer will appear in your customer list and you will be able to access their profile. at any time to make modifications or queries. Remember that you can add as many clients as you need and manage their information easily and quickly with Debitoor.
– Complete the mandatory personal information fields
When registering a customer on Debitoor, it is important to complete all required personal information fields to ensure you have the correct data and update it correctly in the future. These fields are fundamental to create accurate records and be able to maintain efficient tracking of your customer base.
Required personal information fields include:
- Full name: Enter the client's full name to be able to easily identify them.
- Address: Provides the customer's physical address, which can be useful for tax calculations or for sending physical invoices.
- City: Indicate the city where the customer is located, if this is relevant to your business.
- Zip code: Provide the customer's zip code so they can be geographically classified if necessary.
- E-mail: Be sure to include a valid email address, as this will be essential for communicating with the customer and sending invoices via email.
- Phone: Provide a contact phone number if necessary for your business.
Remember that these fields are required to create a complete record of your customer. Additionally, it is recommended to keep this information up to date to ensure you have all the information necessary at the time of billing or tracking to your clients. By completing these fields, you will be well on your way to “managing” your customer base. effectively and efficient.
– Include the client's email address and telephone number
To register a new customer on Debitoor, it is important to include the customer's email address and phone number. This data is essential to maintain fluid and effective communication with the customer, especially when it comes to matters related to billing or queries about the products or services offered.
The email address Customer service allows us to send you invoices and receipts quickly and efficiently. In addition, it also allows us to send you emails related to promotions, product updates or any other type of information relevant to the customer.
El phone number of the client is necessary to contact you in case it is necessary to clarify any details about your invoices or to coordinate the delivery of products or services. In addition, it can also be useful to contact the client in case there is any problem or incident that requires immediate attention.
It is important to note that both the client's email address and telephone number must be provided voluntarily and have the client's explicit consent. At Debitoor, we strive to protect the privacy and personal data of our clients, so we guarantee that this data will only be used for the purpose of providing quality service and improving communication with customers. the client.
– Review the “Send Welcome Invoice” option to provide a personalized customer experience from the beginning
In the business world, it is crucial to offer a personalized experience for customers from the first moment. At Debitoor, we understand the importance of this initial connection and have developed the “Send Invoice Welcome” option to help you achieve this. By reviewing this functionality, you will be able to create a unique and personalized experience for your new clients.
The “Send welcome invoice” option allows you to Automatically send a personalized invoice to your new clients as soon as you register them on Debitoor. This invoice can be designed according to your brand and can include a welcome message or any other relevant information for your customers. Additionally, you can configure the invoice with your payment preferences and payment reminder, to ensure that your clients are informed and aware of payment deadlines.
This functionality not only streamlines the welcome process for your new customers, but it also helps you lay the foundations for a solid and lasting business relationship. By starting to work together in a personalized and professional way, your clients will feel valued and you will be able to establish a solid foundation of trust from the beginning. In addition, the option to »Send welcome invoice» in Debitoor allows you to save time and automaticallyticzar this process, which gives you peace of mind that each client will receive an adequate and personalized invoice.
– Enter additional customer details in the notes section
When you are registering a client on Debitoor, it is important to provide as much information as possible to maintain a complete and detailed record. One way to do this is by entering additional details in the notes section. This section is designed to include additional information about the customer that may be relevant to your business. You can make the most of it to keep a complete history of your customer interactions, as well as any additional information you may need in the future.
By entering additional customer details in the notes section, you can:
– Record important events: Does your client have a special due date for bill payment? Or maybe you have some special agreement with them? Including these details in your notes will help you remember these important events and allow you to better serve your customers.
- Record contractual information: If you have any contract or agreement with the client, you can attach a scanned copy in PDF format in the notes section. This way, you will have all the important information in one just one place and you can access it quickly when necessary.
– Save additional contact information: In addition to the primary contact information, you can use the notes section to record additional information such as secondary phone numbers, alternative email addresses, or any other useful information that may be relevant to your communication with the client.
Remember that the notes section is private and only you and the users you have granted access to will be able to see it. Take advantage of this tool to maintain an organized and detailed record of your clients and provide them with a personalized and quality service.
- Assign a category to the client to facilitate organization and search in the future
Assigning a category to the client is a fundamental feature in Debitoor that will allow you to organize and search for information efficiently in the future. To successfully register a customer, follow these steps:
1. Access your Debitoor account and select “Clients” in the side menu. In this section you will find the option to “Add new client”.
2. Fill in the required fields such as the customer's name, address, and contact information. Make sure you enter the information correctly to avoid confusion.
3. Once the main fields have been completed, it is time to assign a category to the customer. This category can be customized to your needs, and will help you classify and filter your customers according to specific criteria. For example, you can create categories like Wholesalers, Retailers, or Regular Customers. In addition, you can assign several categories to the same client if necessary.
Remember that assigning a category to the client not only makes it easier to organize and search in the future, but it will also allow you to generate more detailed and category-based reports, which is especially useful when analyzing your flow of income and expenses. Don't underestimate the power of proper categorization! Make the most of this feature in Debitoor and keep your business information organized and easily accessible for better control of your business.
– Add any additional details required in the customizable fields
Once you have entered Debitoor and have selected the “Clients” option in the main menu, you will see an empty list where you can add the data of the new client. This is where you can provide Any additional details required in the customizable fields. To get started, you can enter the customer's full name in the corresponding field. Remember to use the proper format for names, that is, placing the last name(s) after the first name and separating the first and last names with a space.
Then, you can enter the customer's address. It is important to provide the complete address, including the street, number, postal code and city. This is essential to be able to generate invoicesand otherdocuments accurately. You can also add any relevant additional information in the “Notes” field. For example, if the customer has any special requirements or if there are specific arrangements for their payments, this is the place to add that information.
In addition to the required fields, Debitoor also offers options to add extra information about the client. You can use the customizable fields to agregar detalles adicionales such as phone number, email or any other data that you consider relevant to your business. This can be useful to keep a complete record of your clients and establish more effective communication. Remember that you can add as many customizable fields as you need, allowing you to adapt the information displayed in your clients' profiles according to your specific needs. In short, Debitoor allows you to register your clients efficient way by giving you the flexibility to add any additional details required in the customizable fields. This will help you maintain a complete and organized record of your clients, which will make it easier to manage your business and improve your communication with them.
– Save customer information by clicking “Save”
For save customer information In Debitoor, you simply have to follow these simple steps. First, select the “Clients” option in the main menu of the platform. Then, click on the “+New Customer” button to create a new record.
On the customer creation page, you will find fields where you can add all the relevant information about your customer, such as their name, address, phone number, and email. In addition, you can also add additional details using the “Notes” field. Remember that all these fields are optional and you can complete only those that are necessary.
Once you have completed the customer information, be sure to click the “Save” button to Save changes and register the client on your Debitoor client list. If you want to save and create a new client at the same time, you can use the “Save and new” option. Remember that you can also edit customer information at any time if necessary.
– Verify the accuracy of the data entered in the client summary before completing the registration
To register a customer on Debitoor, it is crucial to verify the accuracy of the data entered in the summary before completing the registration process. This ensures that customer information is complete and that there are no errors in the data provided, which could negatively affect future management and customer communication.
Verify data accuracy involves carefully reviewing key information provided by the customer, such as their name, address, telephone number, and email address. It is important to ensure that there are no typos or formatting errors, as this could make it difficult to communicate with the customer or even result in lost sales opportunities.
In addition to verifying the basic customer data, it is advisable to also review other important details, such as customer category, payment terms and conditions, and any other relevant data for the business relationship. This will ensure that the information in the customer summary is accurate and up-to-date, making it easier to manage and track business transactions.
In short, registering a customer on Debitoor requires careful verification of the accuracy of the data entered in the summary before completing the registration process. This ensures that customer information is correct and up-to-date, making it easier to manage and communicate with the customer in the future. In addition to verifying basic data, it is advisable to review other details relevant to the business relationship. By following these steps, you will be able to register clients efficiently and avoid possible complications in business management.
I am Sebastián Vidal, a computer engineer passionate about technology and DIY. Furthermore, I am the creator of tecnobits.com, where I share tutorials to make technology more accessible and understandable for everyone.