Adding a client / payer

User Guide / Your clients / payers / Adding Clients

To add a new payer, go to the “YOUR CUSTOMERS” section and click the top left “Add new customer/payer” button on the toolbar.

You will then be taken to a blank payer (customer) template asking you to fill out the data fields that we will now look at.

First, select the tab corresponding to the client's legal status:

Legal entity - Societate cu răspundere limitată (SRL), Societate pe acţiuni (SA), Induvidaul Enterprise (Întreprindere individuala, ÎI), State-owned enterprise (Întreprindere de stat, ÎS), Municipal enterprise (Întreprindere municipală, ÎM), Non Government Organisation (Organizaţie neguvernamentală, ONG), Non-commercial organisation (Organizaţie necomercială, ONC), Public association (Asociaţie obştească, AO), Civil society organization (Organizaţie a societăţii civile, OSC), etc.
Entrepreneur (Individual entrepreneur) - an individual registered in the prescribed manner, carrying out business activities without forming a legal entity or a patent holder.
Individual

IDNO:	If your client is a legal person, the personal identification number of the taxpayer
TVA:	If your client is a legal entity, this is a VAT code (if any)
Full and short name of the organization:	If your client is a legal entity, this is the registered (full) and short name of your company / organization.
Name, Surname:	If your client is a physical person, this is the name and surname of your client. These fields are *required. If your client is a legal person, the name and surname of the organization's main contact. These fields are optional*.
Email:	Contact email address of your client.
Phone number:	Contact phone number of your client.
Language:	The default language in which the client would like to receive invoices for payment and information messages.
Address:	Your client's full address, consisting of street name, zip code, state, city and country.

Changed: 24.05.2024 18:27