Master data: customers and articles

Two lean directories that speed up the create form. Both are strictly tied to the tenant, and both tolerate no duplicate label.

Customers

/en/account/customers — name/company, legal name, VAT ID, registration or tax number, Leitweg-ID / buyer reference, street, postcode, town, country (ISO), contact person, telephone, email.

The “Leitweg-ID / buyer reference” field is particularly worthwhile

With German public-sector buyers it is the Leitweg-ID and mandatory for XRechnung (BR-DE-15); with Peppol, PEPPOL-EN16931-R003 requires either BT-10 or an order reference. Stored once against the customer, it will no longer be missing — and this very detail is the most common reason why a finished invoice turns out not to be compliant after all.

Articles

/en/account/products — description, article number, long description, net price, unit, VAT rate, VAT category, GTIN/EAN.

How master data reaches the form

Through the quick-start block above the create form: it takes the invoice issuer (from two profiles onwards), the customer and an article as the first line item.

The quick start resets the form

It overwrites your entries with the selected master data — use it before filling the form in, not afterwards.

What does not belong here

Seller and payment details are not in the customer records but with the invoice issuer — that is where they belong, because one account can invoice on behalf of several clients.