Kunden — Clients Tips & Tricks

• Always use Zefix for Swiss clients — searching the Swiss company register auto-fills the official company name, VAT number, and address. This prevents typos and ensures your invoices have legally correct details.

• Set the client language early — the language you assign to a client determines the default language for invoices, offers, and other documents. Setting it at creation time avoids having to fix documents later.

• Use the debt collection flag proactively — marking a client as "in Mahnverfahren" makes them stand out in the client list and alerts your team before anyone starts new work for a client with unpaid bills.

• Review the client financial overview before quoting — before sending a new offer, check the client's payment history on their detail page. Consistent late payments might warrant shorter payment terms or upfront billing on the next project.

• Copy a vendor to a client in one click — if a supplier also becomes a customer, use the "Copy to Client" action on the vendor record instead of re-entering all the details manually. Contacts are copied over too.