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Customer Management Guide

Welcome to the docs101 Customer Management guide. This section covers everything you need to know about creating, maintaining, and working with customer data in your invoicing platform.

Whether you are managing B2B partners, tracking B2C consumers, validating VAT IDs, or generating account statements, you will find detailed instructions and best practices here.

Quick Start​

  • Manage Customers — Learn the fundamentals of customer management: creating new customers, setting defaults, managing addresses, and organizing your customer list with filtering and sorting.

  • B2B vs. B2C — Understand the differences between B2B and B2C customer types and when to use each in your business workflows.

  • VAT Validation (VIES) — Validate European VAT IDs using real-time VIES checks to ensure compliance and proper reverse charge eligibility.

  • Account Statements — Generate on-demand account statements for your customers with a date range, rendered as PDF documents.

Customer Types​

docs101 supports two customer types:

  • B2B (Business): For business-to-business transactions, including VAT ID tracking and reverse charge support.
  • B2C (Consumer): For direct sales to consumers and private buyers.

Both types can be managed side by side in your customer database, each with appropriate fields and behaviors.

Customer Statuses​

Every customer in docs101 has a status that helps you organize and filter your customer base:

  • Lead: Prospective customers not yet confirmed.
  • Active: Current, ongoing business relationships.
  • Inactive: Former customers or relationships on hold.

Key Features​

Customer Data Management​

  • Store comprehensive customer information: names, contact details, organization names, and more.
  • Configure multiple addresses per customer with a default billing address designation.
  • Set customer-specific defaults for payment terms, invoice templates, and language preferences.
  • Auto-generate or customize customer numbers.

Compliance and Validation​

  • Real-time VIES VAT ID validation for B2B customers.
  • Automatic reverse charge eligibility determination when a B2B customer has a valid VAT ID from a different EU country.
  • Validation results stored with timestamp tracking.

Account Statements​

  • Generate on-demand account statements per customer for a selected date range.
  • Statements are rendered via the template engine and produced as PDF documents.

Flexible Views​

  • List View: Table-format display with sorting by customer number, name, email, or status.
  • Card View: Grid-format display for quick visual scanning.
  • Advanced filtering by customer type and status.

Next Steps​