Customers

Customer Number

MC-Invoice supports a customer database for each invoice manager.

Customer can be imported from existing data with database connectors or created by adding new customers into the Customer form.

Customer number

The Customer number is an text field, so when a new customer is created, not the next number is taken from the number field, but the count of the number of existing records in the database. The field can be modified up to 50 characters.

If existing data is imported, better create a new customer in the original program and use the Refresh/Import button to get the latest information .

Country & State List

To be flexible as possible, MC-Invoice supports country and state selection in two ways:

Using the drop down combo box, all country and state names are always spelled the same.

Free form input field let you use the exact naming you decide to use.

Email

Fill in the customer email. This is necessary when an invoice directly from MC-Invoice is send to the customer! The email address will automatic used in an invoice when available.

Bank Name

Fill in the Bank name. The name of the bank will automatic   filled when the alias ##BANK is used.

Bank Account

Fill in the bank account number. The account number will automatic filled when the alias ##BANKACCOUNT is used.

IBAN/BIG

Fill in the IBAN  or BIG of the bank. This code will be automatic replaces when the alias ##IBAN or ##BIG is used.

Customer Type

For easy reporting, select an Customer Type. For non standard type go to Options-System - Invoice Type.

Refresh/Import

If enabled, the refresh button let you easy import external data that is available with the use of  an database file or link