Clients & Suppliers

Clients

Click Clients in the sidebar to manage the businesses you send invoices to.

Viewing Clients

The Clients page shows a paginated list of all your clients (20 per page). Each entry displays the client's name and organization number.

Creating a Client

1. Click + New Client on the Clients page
2. A modal opens with a Bronnoyundregisteret search -- start typing a company name or org number
3. Select a company from the search results to auto-fill name, org number, and address
4. Add any additional details (email, phone, contact person)
5. Click Save

Clients are also created automatically when you send an invoice to a new recipient. You don't need to add clients manually before invoicing them.

Client Detail Page

Click on any client to open their detail page. Here you can:

• View and edit client information
• See all invoices linked to that client
• Click New Invoice to create a new invoice pre-filled with the client's details
• Delete the client

Suppliers

Click Suppliers in the sidebar to manage the businesses that send invoices to you.

Viewing Suppliers

The Suppliers page shows a paginated list of all your suppliers (20 per page). Each entry displays the supplier's name and organization number.

Creating a Supplier

1. Click + New Supplier on the Suppliers page
2. A modal opens with a Bronnoyundregisteret search -- start typing a company name or org number
3. Select a company from the search results to auto-fill name, org number, and address
4. Add any additional details (email, phone, contact person, bank account)
5. Click Save

Suppliers are also created automatically when you confirm a received invoice. The supplier name extracted from the invoice is used to create the supplier record.

Supplier Detail Page

Click on any supplier to open their detail page. Here you can:

• View and edit supplier information
• See all received invoices linked to that supplier
• Delete the supplier