When you create a new sale in BILLY, in the Invoicing module, you need to fill in the Client field. You have two options:
Select an existing client from the list
Create a new client
Overview of available actions for a client
Action | From a quote or invoice | From the client list
|
Create | ✅ | ✅ |
Edit | ✖️ | ✅ |
Archive | ✖️ | ✅ |
Search | ✅ | ✅ |
How do I create a new client?
You can create a new client either from a quote/invoice or from the client list, accessible via the revenue tab. You need to choose between two client types:
Business client: you can look up the client's details using their VAT number. Once the number is entered, you will also see whether the client is registered on the Peppol network. If the client is based in Belgium, the VAT number is mandatory.
Individual client: contact details are not mandatory.
How do I edit a client?
If a client's details change, you can update them at any time.
💡 Editing a client's details will only affect future invoices.
How do I archive a client?
Archiving a client simply removes them from your client list. Any previously created invoices or quotes are not affected.
Good news: archiving is not permanent. A client can be unarchived at any time.
If you have any questions, feel free to reach out via the live chat at the bottom right.
See you soon!