To begin we need to create a company.
This is done by accessing the company menu as shown below.
There are two ways of creating a company from the Microbizz web interface.
- Create manually = This will create a customer manually
- Create via CVR = This will create a customer through the CVR integration (works only in Denmark)
Create manually
When creating a company there are different informations to take into account.
Let's take a look at them.
- Company:
- Belongs to:
- Invoice headquarters:
- Description:
- Change picture:
- Delivery:
- Address:
- Address 2:
- Postcode:
- City:
- Country:
- Invoicing:
- Address:
- Address 2:
- Postcode:
- City:
- Country:
- Invoice name:
- Invoice email:
- Payment terms (incoming)
- Tel no.:
- Fax:
- Email:
- Customer number:
- Creditor number:
- VAT no:
- VAT (%):
- EAN:
- WWW:
- Trade:
- Our ref.:
- Seller:
- Team:
- Budget area:
- Type:
- Subcontractor:
- Prospect:
- Start date:
- Expiration date:
- Request GDPR consent?:
- Allow zero invoicing:
Their reference
When creating a customer it's also possible to create a contact person, which will automatically be added as the primary reference to this company.
It's also possible to add other persons afterwards, which you can learn about in the person section.
- First name:
- Surname:
- Title:
- Role:
- Email:
- Telephone number:
- Mobile number:
That's it. You have now created a company.