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Customers

Keep your customer list, see each customer's repairs and sales, and import customers from another system.

Updated 2 min read

For agents
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Customers lists everyone you have repaired or sold something for. Search on name, company, address, email or phone number, or click New customer to add one. You can also add a customer while you create a repair or a sale.

Open a customer to see a summary, the details used on invoices, and every repair and sale for that customer.

What you can record

Only the name is required. You can also save:

  • Email address and phone number.
  • Address and country.
  • Remarks.
  • For a company, switch on The customer is a company to add the company name, a separate invoice email, the registration number and the VAT number.
  • For a customer in Italy, the codice fiscale.

Once a company customer is linked to Peppol e-invoicing, its VAT and registration number can no longer be changed. Create a new customer to use different numbers.

Import customers

Moving from another system? Bring your customers with you.

  1. On the Customers page, click Import.
  2. Click Download sample file and put your customers in it. Keep the column names as they are in the sample.
  3. Upload the file.

These are the columns. Fill in only the ones you have:

Column What to enter
name The full name of the customer.
first_name, last_name The name in two parts. Use these instead of name.
company_name The company name. A customer with a company name becomes a company customer.
street, house_number, postal_code, city The address.
address_line The street and house number in one column, such as "Main Street 12". Use this instead of street and house_number.
country_code The country as a code, such as NL, not the full name.
phone_number, email The contact details. The email address must be valid.
invoice_email The email address for invoices.
registration_number, vat_number The registration number and VAT number of a company.
codice_fiscale The Italian tax code.
remarks Free text.

Every row needs a name: fill in name, or first_name and last_name, or company_name. If name is empty, Repender uses the first and last name, and then the company name.

If some rows cannot be imported, Repender gives you a file with only those rows and the reason for each one. Fix them, remove the errors column and import that file again.

Export customers

Click the export button on the Customers page to download your customer list.

Delete a customer

Click the delete button next to the customer on the Customers page and confirm.

You can only delete a customer without repairs, sales or appointments, so your history and invoices stay complete. For other customers there is no delete button.