Customers and products

You can find products and billing customers under Accounting → Documents, in the Products and Billing customers sections.

Billing customersCopy link to heading

A billing customer is the client who pays. It is separate from the contact persons in the CRM. For agency projects, you invoice the client, not the leads that were called.

Create a new billing customer:

1. Open Accounting → Documents → Billing customers.
2. Click New billing customer. In the document editor there is also the button ‘New customer’ for this.
3. Fill in ‘Address and contact’. Name, street, postcode, city and country are required.
4. Check the customer number. The system suggests the next free number in the format K-0001.
5. Choose the Project. You only see ‘Organisation-wide’ with the ‘Documents of all projects’ permission. Everyone else must choose a project.
6. Choose the Preferred format (PDF, ZUGFeRD or XRechnung) and, if needed, payment terms for this customer only.
7. Click Save.

For e-invoices there are additional fields: ‘Buyer reference / Leitweg ID’, ‘Electronic address’ with ‘Address scheme’ (email, GLN, Leitweg ID, Norwegian organisation number) and the ‘Private customer’ switch. The ‘Internal note’ does not appear on documents. An inactive customer is no longer offered in new documents.

The customer’s payment terms override the defaults from the billing data as soon as you choose the customer in a document.

ProductsCopy link to heading

Products are services or goods that you carry over into documents.

Create a new product:

1. Open Accounting → Documents → Products and click New product.
2. Enter a product number and name (both required).
3. Choose a unit (for example piece, hour, day, month, flat rate), list price (net) and currency.
4. Choose the Tax case.
5. Under Billing, choose ‘One-time’ or ‘Recurring’ (monthly, quarterly, annually). This is a note. The system does not create recurring invoices from it.
6. Click Save.

The Description appears in the document as the line item text. With the ‘Product is active and selectable’ switch you hide products without deleting them. The list can be filtered by Active, Inactive or All, and searched.

Tax casesCopy link to heading

For all cases except 19 % and 7 %, the system requires a Reason for the tax case. It appears on the document. The system suggests a text. Check it and adjust it. Which tax case applies is for you to decide, not Leadmode.

PackagesCopy link to heading

A package bundles several individual products. In the product, under ‘Package’, add a quantity for each individual product with Component. When you carry a package over into a document, all components appear as separate line items in a shared section. The package’s own list price is not used. Only active individual products can be components.

Price tiers and customer pricesCopy link to heading

Under ‘Price tiers and customer prices’ you create different prices with Price tier:

• tiered price From quantity,
• limited in time with Valid from and Valid until,
• only for a specific billing customer (Only for customer).

When inserting into a document, the system picks the price like this: customer price before highest matching tier before list price. In the product selection dialog, the tier that applies is shown under the price.

Use in documentsCopy link to heading

In the document editor you choose the billing customer, and the system then carries over address and payment terms. You insert products with From catalogue. For more, see Quotes.