Invoicing
Estimates
Delivery notes
Expenses
Investment good
Accounting
Electronic signature documents
Electronic invoice
Inventory
Stock control
Customers
Suppliers
Document management
Import/Export
Receopts
Remittances
SEPA returns
Dashboard
Reports
Expenses and income control
Time tracking
App Android/App iOS
Discover Contasimple's free CRM and start managing your customers and suppliers with our online invoiving and accounting program. Also from the mobile app for Android and iOS.
In the top menu, in the "Customers / Supp" section, click on "Create New Client".
Enter the NIF and the name or company name. If you enter the company name directly, a drop-down menu will appear where you can select your customer directly. If you select it, the rest of the information will auto-complete automatically.
In this section you can enter the address, postcode, province, town and country. Clicking on "Show address on map" will auto-complete the location on the map in the next section.
In this section you can enter the latitude and longitude of your customer's address.
In this section you can enter a permanent discount percentage for your customer.
Enter your customer's bank details and link them to your invoice payment method.
Enter your customer's contact information: phone, email, fax and website url.
Enter more information about your customer, such as a second email, Facebook, or notes. You can customize these fields by clicking on "Configure customers and suppliers".
Click on "Accept" to save your customer to your Contasimple Account.
By clicking on "View contact" you will access a larger section with all your customer information. You can consult:
Basic information
Attached documents
Invoicing reports
Mercantile Registry
Check all the basic information of your customer: invoiving details, address, contact information
If you have attached documents to your customer's contact, they will be listed in this section so you can easily locate them.
In this section you will find a summary of your customer's invoicing. You can view efficiency or invoicing summary by period.
You will be able to consult the latest registration changes of your customer. Find out if it is solvent or not. Access all types of customer reports.
In the "Import" section under "Customers / Supp", you can easily import your customers and suppliers. Simply select from the drop-down menu if you want to import customers or suppliers and drag the file to the box and start importing.
On the customer page you will find a summary of all your customers. They will be organized in order of creation with all the relevant information: name, NIF, address, telephone, email and a menu with different operations. In the menu you will find:
Click on "Attach files to this customer". You can upload any file to the cloud, it will be linked to your customer and you can access it whenever you want.
Click on "View contact" to access your customer's detailed information. You will be able to consult the basic information of your customer, the files that you have linked to him, his summary of invoicing or his last mercantile movements.
Click on "View remittances and receipts sent to this customer". You will access a list of processed receipts linked to your customer.
Click on "Download vCard" to download all your customer information.
Click "Copy as supplier" to create a copy of your customer to save as a supplier.
No credit card · No commitments
Cegid is one of the main players in business management solutions in the cloud for Finance (ERP, treasury, taxes), Human Resources (Payroll, Talent management, Time management), Accounting, Retail, Entrepreneurs and Small Businesses.
Manténte conectado
Contasimple is a product of Grupo Primavera, a Cegid Company C /Marina 16-18, planta 8, Torre Mapfre, 08005 Barcelona, CIF B67119594, T 932 933 806 Contasimple S.L.U. is a company registered in the Mercantile Registry of Barcelona in volume 46203, folio 76, sheet B-512849, inscription 1.