Customers
Every customer gets a running number. You start quotes and invoices from the customer list, and the customer's language decides the language of their documents.
What Customers gives you
Create and edit
Enter name, address and language and adjust them later. The address appears on the quote and the invoice.
Search
The search in the writing field finds customers by name or number. The AI assistant uses the same search, under your rights.
Running number
The customer number looks like K-0007 and continues per business, without a year. The server assigns it.
Archive instead of delete
An archived customer gets no new drafts. Existing drafts keep their customer.
Customer language
It sets the default for the language of their documents: German, French, Italian or English.
Status in version 0.2.0
What is managed here are customers. Further contacts, properties or projects are not part of this version.
Works well with
Want to get to know hauscloud?
The pre-release is not open to everyone yet and sales are closed. Write to us and we will reply with the current state.