Overview
This article will explain how to create a customer in Moment. This article will also explain the most common settings in the module.
This article will explain how to create a customer in Moment. This article will also explain the most common settings in the module. To create a new customer, go to the tab Customers > Overview and klikk on the button New company. This button is shown highlighted in red in the following picture:
Once you have clicked the button, the following screen will appear:
The following tabs explain the settings for a new customer in Moment from the picture above:
Country
Number
Name
Status
Tags
The company is
The country of origin of the customer
This will be the customer number in Moment. You can override it if you want, but you need to make sure that the number matches existing number series for customers in for example an external accounting system.
This is the company’s name or eventually the company’s registration number.
This can be set either as "potential", "active", "blocked" or "inactive".
You can organize customers by using tags. In many ways tags work as folders, but you have the advantage of being able to tag the same customer with several different tags at the same time. That makes tags a lot more usable than a classic structure with folders.
Go to your chosen customer and add your desired tags under Tags. At the same place, you can remove tags you have added in advance.
Tags are shown on the customer in the customer overview, and you can filter them in several different reports.
Customer tags could e.g. be used to keep track of witch customers that are public/private, which are good references or as simple as which customers to send a Christmas card to.
Here you can choose whether the company will be either a customer, a project participant, or both.
Once the customer has been created, you will see the customer main page. In this page you will see relevant information about the company, its participation in projects, notes, address and other relevant information.
From here you can either add or review offers, see the invoicing options such as default invoice texts, invoice attachments and hour specification settings and bookkeeping accounts. You can also review the customer ledger, see and attach files to the customer and see key statistics. These statistics include how profitable the customer is, who in the company has worked with the customers among others.
If you click Edit on customer data, you can further edit information on the customer, for example invoicing details:
This is of special importance. If the customer wants to receive the invoices as EHF (Norway) Moment will retrieve the address for receiving EHF based on the customer’s organization number. The organization number for Norwegian customers can also be defined in the customer data field. Read more about EHF in these articles.
Offers
Invoicing options
Invoices
Customer ledger
Files
Key statistics
The tab “Offers” gives the opportunity to review and send offers to customers. You can read more about how to compose offers in this article
“Invoicing Options” gives the opportunity to define specific preferences for invoicing the specific customer. A full list of options can be seen in the tab itself, with accompanying descriptions of the different purposes they serve. You can also read more about invoice settings on this article.
The tab “Invoices” as the name indicates, gives an overview of the invoices sent to the customer along with credit notes, if there are any. The overview is very similar to others in Moment in the sense that you can add relevant columns from the tabs on the right, along with the possibility to download the overview/report as a PDF. You also have the possibility to create a new invoice directly from the overview.
The tab “Customer Ledger” gives the possibility to see invoices sent along with the respective payments. The payments can be received as OCR files when the KID option in Moment is activated, otherwise the payments can be manually entered in Moment by clicking on an invoice under Finance> Invoices and clicking New payment.
The tab Files allows you to upload files that are relevant to the relationship with the customer:
The tab Statistics contain key statistics about the customer, like the amount invoiced, the customer’s calculated profitability among others. You can click on the magnifying glass symbol (marked in red) to get a detailed view of each statistic.
The detailed view (magnifying glass) is shown below, in there you can also download the information as an excel file:
Finally, on the top right corner of the customer's main page, there is an option to merge new customers with existing customers in case of duplicates.
Last modified 13d ago