Customers
Customers are the businesses or individuals subscribing to or purchasing your services and products.
Creating a customer
When adding a customer on Proper, we require the following information:
- Legal name
- Address
- Legal Entity
- Invoice settings (optional)
- VAT ID (optional)
- Preferred language (optional)
For the legal entity, you can select if your customer is an individual or a company. Public institutions are also considered companies. The VAT ID is optional and can be added when applicable.
It's also possible to specify invoice settings including custom data fields that are specific for your customer. Examples might be purchase order (PO) numbers, buyer references, or a contact person. These will then be stated in the header of all invoices going to this customer (if not overwritten by the agreement details).
You can choose the language your customers receive their invoices and emails in. Set up tailored email templates for as many languages as you want to support.
Learn more on the languages page.
Step-by-step guide
Open Customers
In Proper, go to Customers and click “New customer”.
Enter details
Fill in legal name, address, and legal entity type (Individual or Company). Enter the email address that should receive invoices. Optionally add the VAT ID and select the preferred language for communications.
(Optional) Invoice settings
Add custom fields (e.g. PO number, buyer reference) and set defaults that will appear on invoices for this customer (e.g. invoice memo or footer). Select the currency the customer should be invoiced in and configure eInvoicing if applicable.
Save
Click “Save” to create the customer. You can edit the details anytime.
Compliance checks (KYC)
Proper does obligatory compliance checks (KYC) on all your customers ensuring that it is safe to handle payments from them. This is a requirement from our regulators and is intended to prevent abuse of the financial system.
Activities and delivery status
On the customer page, the activities timeline shows delivery status events for invoices, credit notes and reminders (e.g. delivered, opened, bounced). Use this to monitor whether communications reached the customer successfully.