How to create a customer master data

To create a new customer master file with your Partitaiva24 Cloud, first click on the "customers" item in the menu on your left.

Immagine

Click on “nuovo cliente”

You will have to fill in a mask with the relevant data for invoicing.

First choose your type of customer.

Individual: if your customer is a private individual, a VAT-registered professional or a sole proprietorship

Company if your customer is an SNC, SAS, SRL, SPA or foreign company

Public administration if your customer is a public body

If you issue an invoice to the PA, you only have to enter the unique code you received and all the data in the mask will be filled in automatically.

In the case of individuals and companies, however, you will have to enter all the data yourself. Let's take an example with an individual.

Select the nationality from the drop-down menu.

For Italian customers, since the invoice will be electronic and will be transmitted to the interchange system, you must also compulsorily fill in the addressee code or PEC field.

If your customer is a business subject (professional or company), he will provide you with the addressee code (alphanumeric code made up of seven characters), you will only have to enter it in the registry. Remember to enter the code in capital letters and without spaces. If you do not have your customer's consignee code available, please contact your customer to have him provide you with it, as it will be in his interest to communicate it to you in order to receive the invoice.

If your customer does not have a consignee code or is a private person, you can still issue the invoice. You will have to value the field 'consignee code' with seven zeros: 0000000.

Proceed to fill in the next field: 'VAT number/tax code'. If your customer is a professional or a company, enter his VAT number. If he is a private person, enter his tax code.

Depending on the type of customer, whether private or business, you will have to fill in the “nome e cognome” or “denominazione” field that appears automatically. Then proceed by filling in the address, city, postal code and province.

The fields 'telephone' and 'email' are optional, you can also leave them blank.

Then click on “salva” “aggiungi clienti” to save the master data.

By clicking again on the customers item in the left-hand menu, you will find the entire list of master data that you can delete and/or modify as required.

If you wish to issue an invoice to a newly registered customer, click on sales invoices to create the invoice.

If you want to immediately issue an invoice to a new customer, you can fill in and save the new customer data directly during the invoicing process by clicking on “+destinatario”. In this way you will fill in and save the customer master while creating the invoice.