Novadesko app Customers and communication
Customer management
Customer management in action
An animated simulation of the app screen, step by step.
- All your customers with their code, email and status.
- Each row opens the full customer record.
- Search finds a customer by name, code or email.
- Import brings in your existing file.
- CSV and Excel templates ready to fill in.
- The customer VAT listing is available from the same page.
- Create opens a new customer record, with a VAT check.
What Customer management does
The Customer management module brings together the companies and private customers you invoice. Each record holds the contact details, VAT number, billing address and customer code, reused automatically in your invoices, quotes and credit notes.
When you create a customer, the VAT number is checked against VIES and a customer already recorded with the same number is flagged. The customer record then gathers their documents, transactions and purchase statistics, with the history of emails sent to them.
To get started quickly, import your existing file from the CSV or Excel template, and export it whenever you need. Customers can be archived, duplicated or sorted into groups.
Who is it for?
Belgian self-employed people, shops, hospitality businesses and SMEs that invoice the same customers regularly, businesses or private individuals, and want a clean, up to date file.
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Companies and individuals
Two record types: a company with a VAT number or a private customer, with contact details, address and customer code.
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VAT number check
The Verify button queries VIES and fills in the record; a VAT number already used by another customer is flagged.
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Import and export
Import a CSV or Excel file from the templates provided, export the whole list or a selection.
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Complete customer record
Information, Documents, Transactions and Statistics tabs, plus the history of emails sent to the customer.
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Customer groups
Sort your customers into groups to find them and handle them together.
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Archiving and bulk actions
Archive, duplicate, export or delete several customers at once, without losing their history.
Try it yourself
The interactive demo opens the app with a sample account and guides you step by step, no sign-up needed.