If you use Briox Time Reporting together with Briox Invoicing, the customer registry is common to both applications. You then have the option to import a file with your customers, see Add Customers via the Import Customers function. If you use time as a freestanding application, you must start by registering you customers in the registry as described below.
If you are going to report “internal time”, such as meetings, then you can register your own business in the customer registry and call it for example: [Your company name]—Internal time, and give it customer number 99999.
- Go to Registry - Customers. Click on Add Customer.
The Customer Registry will be empty if it is your first time in the application.
- Enter as much information as possible on the customer registry form. The Customer No. and Name fields are mandatory and need to be completed before saving. Keep in mind that the more information you enter from start, the less you need to enter each time you add a new quote/order/invoice. The customer details can be edited or more details can be added at any time.
- Click on Save when you are ready.
You will be able to see your customer under Registry - Customers. This customer is now available for you to use when creating your invoices. If you have the Order module, they will also be available when creating quotes and orders.