Add Customer

Go to Customers in the left panel

Click on Add customer under the search bar. A form will appear with four sections to it; Contact, Invoicing, Pricing, and Personal.

Fill in the required fields like under Contact; ID (social security number / kennitala), Name, Email, Phone then click Create.

1. Contact 

   1. ID: When an ID number is typed in, the system automatically looks it up in the National Registry and fills in the name.

   2. Email: It is important to set an email address so that it is possible to send the customers receipts.

   3. Phone: If the telephone number is unknown, type N/A (Not accounted for).

2. Invoicing

   1. Invoiceable: By checking this box the customer can be invoiced. Keep in mind that a SalesCloud agents needs to set up Invoicing as a payment method for this feature to work.

   2. Deliver invoice: This is automatically checked when you check Invoicing. If this box is checked then the invoice is automatically sent to the customers registered e-mail address.

   3. Delivere to InExchange: If you have InExchange set up and wish for invoices to be delivered there then you check this box.

3. Pricing

   1. Discount: If you would like your customer to have a set discount, then you set that here.

   2. Currency code: Do not change.

   3. Exclusive: Left unchecked.

4. Personal

   1. We are fazing out this section and therefor should not be filled out.