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In this section of the Billit website, you will find manuals and explanations about all the features in Billit. You can find help articles using the search function or through the menu structure on the left which follows the menu-structure in Billit.
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Adding customers

  • Adding a customer - advanced
    Down

    Access the advanced settings

    While adding or editing a customer, turn on Advanced mode with the switch at the top right of the screen.

    Fill in additional company details

    Field Explanation
    Company number Enter the company number of the business. With the plus button, you can add extra company identification numbers to the customer record, e.g. a GLN number.
    Subject to VAT Turn this on if the company is subject to VAT. You can also indicate whether it is a small business.
    Trade name Enter the trade name of the company if it differs from the registered name.
    IBAN/BIC Enter the customer's bank details, including IBAN and BIC.
    Payment term Set the default payment term in days, for example 30 days.
    Quote validity Enter the period during which a quote is valid.
    Payment method Select the default payment method for this customer.
    Paid by default (fast input) Turn this on if invoices should be marked as paid by default in fast input.
    Default currency Choose the currency in which the customer is invoiced.
    VAT Set the default VAT rate that applies to this customer.

    Specify customer contact details

    Field Explanation
    Customer number This field shows the automatically generated customer number, which you can change if needed.
    Reference Enter an internal reference for this customer.
    Salutation Add the correct salutation for the customer.
    Register of legal entities (RLE): Enter the register of legal entities number, if applicable.
    Email Enter the customer's email address. You can add several email addresses, one per line.
    Website Add the company's website.
    Phone/Mobile/Fax Enter the various contact numbers, such as phone, mobile and fax.
    Language Select the preferred language for communication with the customer. Documents will be generated in this language.
    Sending method Indicate how documents (such as invoices) are sent to the customer by default.
    Send UBL/XML format Turn this option on if the customer wants to receive invoices in UBL/XML format.
    Send PDF Turn this on to send PDF invoices by default.
    Automatic reminders Turn this option on to send payment reminders automatically.

    Manage address details

    • Billing address: Enter the customer's billing address here.
    • Delivery address: Add a separate delivery address if it differs from the billing address. Turn off the "Same as billing address" option to enter a new address.
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