Manual contents

🧑‍💼 Clients

The Clients section is the workshop's contact book. Every order is linked to a customer. No customer, no order.

The header figures

Indicator	What it shows
Total Customers	Total registered customers.
Recurring Clients	Customers with more than one order.
Global Activity	Total number of orders across all customers.

The customer list

Column	Description
Client	Full name with an automatically generated avatar and username (@).
Company	The legal name, for customers that are a company. Individuals show a dash.
Email	Contact address.
Phone	Phone number.
Total Orders	Total number of orders for that customer.
Billing	Sum of the price of their orders excluding tax, paid or not. Canceled orders don't count. It's added up in your workshop's currency: orders in another currency are included converted at their exchange rate, and those without an exchange rate are left out of the sum.

You can sort the list by clicking on the column headers (name, username, phone, orders, or total spent).

Searching for customers

The search box filters in real time by name, username, company, email, or phone.

Adding a customer

You have two options:

From Clients → "Add Client"
From the order form: if the customer's name doesn't appear in the list as you type it, the system offers to create a new one without leaving the order.

A "NEW CLIENT RECORD" will open where you can fill in their details. The only required field is "USERNAME (ALIAS)", marked with an asterisk (*). All other fields are optional.

To create the customer, click the CREATE button at the top right.

The address

The record's Address block has these fields:

Country: chosen from a list, with a search box. If the customer has no country, or is from one that isn't on the list, choose No country / other: the record is saved without a country.
Province and Postal Code.
City.
Address: the street and number, for example 10 Example Street.
Address (line 2): the rest, if needed: floor, door, building entrance…

Records you already had keep their address: the street, the number and the additional information from before are now split across these two lines.

A country that can no longer be chosen

If a record has a country code that isn't on the list, you'll also see a Country code (ISO) field with that code. To save the record, change it to a country from the list or clear it. Countries that had been typed in by hand were converted to their code when BolloPrint recognized them; the rest were removed.

Individual or company

The record's Customer block ends with a dropdown, Customer type, which has two answers: Individual or Company. It's what decides which details that customer appears with on your quotes.

Individual: their name and their identity document are printed, the field next to the surname.
Company: two more fields appear, Legal name and Tax ID number, and those are the ones printed, never the person's.

There's a single tax ID, with no type to choose: which country it belongs to is deduced from the record's country. This used to be an «Is a company» checkbox, and an unticked checkbox read as «not answered»; two named answers say the same thing with no ambiguity.

Check in VIES

If the customer is a company from another European Union country (different from your workshop's), under their Tax ID number the Check in VIES button appears. It checks in the European Commission's official register whether that intra-community VAT number is valid for trading between EU countries, and shows you the answer:

✅ «… is valid in VIES», with the name the company is registered under.
❌ «… is not in VIES»: the number doesn't exist or that company isn't registered for intra-community transactions.
⏳ «VIES is not responding right now. Try again later.»

Type the number with its country prefix (for example, DE123456789); the ? next to the button reminds you.

The check only informs

It doesn't save anything or change anything: neither the record nor the tax on any order. If the number is valid and you decide to sell without VAT to that company (reverse charge), that's up to you: set 0% on the order before creating the invoice and, in the draft, choose the reason under Sale without VAT (see «Invoices»).

Saving as Individual deletes the legal name and the tax ID

Until you save you can change your mind without losing anything: switching back to Company shows them again. But when you save as Individual those two fields are really emptied. A record that says «individual» and keeps a legal name is a contradiction that sooner or later would end up printed on a document.

A customer's profile

Once created, clicking on a customer takes you to their profile. You'll see:

Order activity: A summary of all the orders placed by this customer (pending, completed, and total). If you click on this section, a list appears with all the orders placed by them.
Total billing: the sum of the price excluding tax of this customer's orders, whether paid or not, in your workshop's currency (orders in another currency, converted). Canceled orders don't count. It's not what they've paid you: for that, check the payment status of each order.
Contact details: full name, email, phone, etc. You can edit these details whenever you like.
Quotes (tab): this customer's quotes with their status and their total (the same as in the quotes list), and a button to download the PDF of their most recent version.

What customer details appear on the quote

In a quote's PDF, the Client box shows whichever of these are filled in: their first name and surname (or the alias if there's no name) with their identity document if they're an individual, or their legal name with their tax ID if they're a company; and then the two address lines, the postal code and city, the province and the country. The two sides never mix: a company doesn't print the person. The country only appears when theirs and your workshop's are different, and the customer's email and phone are never printed.

Each version of the quote keeps a copy of these details: if you change the record afterwards, the versions already generated don't change; the next one you generate comes out with the new details. More in Quotes.

And on the invoice

If your workshop issues legal invoices, an invoice's customer is the record of the order's customer: their details aren't typed into the invoice, they're taken from here. While the invoice is a draft it follows the record (if you correct it, the draft updates by itself); when you issue it, those details are frozen in the invoice.

Which details are needed depends on your workshop's country and on whether the customer is an individual or a company: a company is always asked for its tax details, and an individual, depending on the amount. If the record is missing something, the invoice tells you exactly what and offers you Open customer file to complete it without leaving the order. More in «Invoices».

Deleting a customer

This is only possible if the customer has no orders and no quotes linked to them. If they have any, BolloPrint won't let you delete them and tells you how many orders and quotes they have. Quotes you had already deleted don't count, and they disappear completely along with the customer.

Who can manage customers?

Action	Read-only	Worker	Admin	Owner
View customers	✅	✅	✅	✅
Create / edit	❌	✅	✅	✅
Delete	❌	✅	✅	✅