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The French version of this article has been updated since it was translated. Read the French version

Create and set up a client record

Create the billing record of a client, company or individual, complete what is missing before their first invoice and link their properties.

For: Manager≈ 4 min readUpdated 13 October 2026
2 min 30 secSubtitles: 6 languages

A client record brings together what you need to invoice them: their name, their address, their billing emails and their properties. Use this article to create a client, complete a record before the first invoice, or link properties. Allow 2 minutes per client.

Once the record is created, you can open a portal for your client.

Create a client

Step by step

  1. 1

    Open the Finance › Clients menu. The list of clients appears on the left.

  2. 2

    Click New client. The “New client” window opens.

  3. 3

    Choose “Company” or “Individual”.

  4. 4

    For a French company, enter its name or its SIREN in the search, then click the right row.

    One click fills in the company name, the SIREN, the VAT number and the registered office address.

  5. 5

    Check the “Company name”, or enter the “Full name” of an individual.

  6. 6

    Enter the “Billing address”, the “Postcode”, the “Town/city” and the “Billing email”.

  7. 7

    Click Save. The message “Client saved” appears and the client shows in the list.

FieldWhat it does
Client logo (optional)Shown in their client portal. Without a logo, nothing is shown
Billing emailReceives the invoices. You can enter several addresses: they all receive them
RecipientThe name of the person the documents are addressed to
Pricing notesA note for you, shown again on the record
Specific price listThis client's price list. If none is chosen, the reference price list is used

Complete a record before the first invoice

Step by step

  1. 1

    Above the list, click the “Record to complete” filter. Only the clients concerned stay on screen.

  2. 2

    Click a client. Their record opens on the right, with the banner “To complete before the first invoice” and the list of what is missing.

  3. 3

    Click Complete the record. The “Edit client” window opens.

  4. 4

    Enter the missing information.

  5. 5

    Click Save. The banner disappears when the record is complete.

Link a client's properties

Step by step

  1. 1

    Open the client's record.

  2. 2

    Click Properties. The “Properties of …” window opens, with the client's name.

  3. 3

    Tick the properties to attach to this client, one by one, or all at once with “By tag”.

  4. 4

    Click the “Save” button, which shows the number of changes. If a property changes client, the “Change the client of these properties?” window asks you to confirm.

If a rate period is running for a property that changes client, it ends the day before: the history is kept and the prices do not change.

Send a client to the accounting software

If your company has connected an accounting software:

Step by step

  1. 1

    Open the client's record.

  2. 2

    Click Send to the accounting software. The message “Client created in the accounting software” appears, or “Existing client found and linked” if they were already there.

Delete a client

Step by step

  1. 1

    Open the client's record.

  2. 2

    Click Remove from the app. The “Remove this client from the app?” window opens.

  3. 3

    Confirm. The client is removed from the application only: they stay unchanged in the accounting software.

Frequently asked questions

Can I create a client without their SIREN?

Yes. The SIREN and the VAT number are optional at creation. They are requested before the first invoice and before the client is sent to the accounting software.

How do I create many clients at once?

With “Import a CSV”, in the “Import” menu above the list. You match the columns of your file to the fields of the record.

Does an individual client need a SIREN?

No. For an individual, you enter their full name, their address and their billing email. If an individual saved as a company shows up in “Complete SIREN and TVA numbers”, choose “This client is a private individual”: the record switches to Individual and is no longer listed.

Where do I find the clients that have no SEPA mandate?

With the “No SEPA mandate” filter, above the list.

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