Customer records that keep every document consistent.
Manage customer details, VIES VAT ID validation, SEPA mandates, delivery addresses, payment terms and default tax options. Search, archive and export your records.
Features in detail
Create and edit customer records
Store company names, contacts, notes and contact details in structured fields.
Unique customer numbers
Customer numbers are allocated sequentially within each company using its numbering format.
EU VAT ID validation
Validate VAT IDs using the official EU VIES system and retain the result with a timestamp.
Validation history
See previous VAT ID checks and their status when preparing reverse-charge documents.
Billing and delivery addresses
Maintain structured addresses with country codes and override them on individual invoices when needed.
Bank details and SEPA mandates
Store IBAN, BIC, mandate reference, CORE/B2B mandate type and the direct debit sequence type.
Customer payment terms
Set payment deadlines, early payment discount rates and discount periods as defaults for new invoices.
Default tax options
Set a default tax exemption option, such as reverse charge or the small-business exemption.
Document history
View the customer's invoices, credit notes, quotes and delivery notes together.
Archive customers
Archive inactive customers while preserving their records and allowing them to be restored.
CSV export
Export customer records, including archived customers where selected, for further processing.
CSV import
Import existing customers from a CSV file using the downloadable template.
Full-text search
Search names, email addresses, customer numbers, VAT IDs, cities and phone numbers.
Multiple contacts
Store multiple contacts with their role, email address and phone number.
Company register details
Record registration details and accounting account numbers for bookkeeping.
Lexware and DATEV import
Direct import from Lexware Office, DATEV and other accounting systems.
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