In UKKO Pro accounting service you can create customer data in customer register, where you can add all required information about your customer to make invoices.
The customer registry speeds up the creation of a new invoice, so you don't always have to rewrite each data field.
To get started, add your customers from the dashboard on the left clicking Customers 🢂 Add.
When you are creating new customers to the registry, all required fields are changing depending on what is customer type. You can choose if you want to save data as a person or company.
Required fields for contact information are determined by the invoice delivery method specified in the invoice default settings. For example, when your invoice is sent by default to email, your contact should include your customer's email address. Also, you have to decide the default terms of payment for your customer.
When you create a new invoice, you can easily find your customer information by searching for a customer or by searching the drop-down menu.