Client Management

A well-kept client base is what makes invoicing smooth. YouInv lets you centralise everything you know about your clients.

Adding a client

1. In the main menu, click Clients.
2. Click the New client button at the top right.
3. Fill in the required information:
   • Type: individual or company.
   • Name: the company's or the individual's name.
   • VAT number: essential for B2B invoicing and Peppol compliance.
   • Address: the complete billing address.
   • Email: for sending invoices by email when Peppol is not available.
4. Click Save.

Peppol eligibility

One of YouInv's strengths is detecting automatically which clients are on the Peppol network.

In your client list, a column or an indicator tells you whether the client is Peppol Ready.

• If a client is on Peppol, YouInv always prefers that secure delivery channel.
• Make sure the VAT number (or CBE number) is filled in correctly, as that is what the check runs on.

Editing or deleting

You can change a client's details at any time by clicking their name in the list.