What information do I need to create a customer?
When you create a new customer in Handyman Office, you need to provide the following before the customer you can use on orders:
- General information — company name, VAT number, email address, and other contact details. To assign a customer category, categories must already exist — see Adding categories.
- Address — the default workplace address used for orders. This you can change on individual orders if needed.
- Contact — a primary contact person for the customer, used in correspondence and order documentation.
- Billing information — payment terms, invoice delivery method, and any customer-specific pricing settings.
How do I create a new customer?
- In Handyman Office, go to the Customer module (CTRL+F2)
- Click New customer in the left-hand menu (ALT+N)
- Complete the required fields across all tabs
- Click OK to save
The new customer appears in the customer list and can immediately be selected when creating orders.
How do I set up billing for a customer?
Billing settings are configured on the customer record under the Invoice tab. You can define payment terms, preferred invoice delivery method (email, post, electronic), and customer-specific price lists. See Customer (Order) for details on customer settings visible on individual orders.