Q: Create your first customer

<p>${youtube}<a href="jJeUTxNcKu8">Add you're first customer</a></p> <h3 id="creatingacontact">Creating a contact</h3> <p>In your contact overview you see a list of all your existing contacts. There are also overviews specific to customers and suppliers. CoManage makes a distinction in the following ways:</p> <ul> <li>Person - a person is only displayed under a company</li> <li>Company - this is a full contact (possibly with persons in it)</li> </ul> <p>A contact can be supplier or customer (or both). You can add a contact by clicking on the button 'new contact' in the overview page.</p> <ul> <li>Per contact you can do the following:</li> <li>Add contact and address data</li> <li>Add a bank account</li> <li>Setup currency</li> <li>Setup language</li> <li>Setup VAT rate</li> <li>Setup default discounts</li> <li>Add custom fields</li> <li>…</li> </ul> <p><img src="https://storage.crisp.chat/users/helpdesk/website/9449cf8917f7b800/image-7_jcom5y.png" alt="" /></p> <h3 id="automaticallyretrievedatawithavatnumber">Automatically retrieve data with a VAT number</h3> <p>CoManage can retrieve data for a company by the VAT number. It uses the 'System for the exchane of VAT-information' (VIES) to automatically fill missing contact data. Just enter your contacts VAT number and press the arrow to the right of the field 'VAT number'.</p> <p><img src="https://storage.crisp.chat/users/helpdesk/website/9449cf8917f7b800/schermafbeelding-2021-09-30-om_1kfaq6e.png" alt="" /></p>

Question 1

Invoice digitally using UBL format

Accepted Answer

UBL, what is it?

UBL (Universal Business Language) is the new default for electronically invoicing. A UBL file is an XML file constructed following a strict set of rules so everyone can read it and know what data the file carries.

Usually, a UBL file is always sent together with a PDF version of the invoice. That way a customer can read the PDF file, while an accounting software can read the UBL file. That way you don't need to type over your invoice into your accounting software anymore.

UBL and Comanage

There are three ways to get UBL files in CoManage:

When sending an invoice, credit note or reminder When sending an invoice, credit note or invoice reminder, the email sent to the client will always have two attachments. One is the PDF version and the other the UBL file (file extension .xml).
When exporting invoices as PDF When exporting one or multiple invoices as PDF this will also include the UBL.

You will receive a ZIP file containing both the PDF versions and the UBL versions of all exported invoices.

On the public invoice page It's also possible to download the PDF version of an invoice on the public invoice page. Next to that download button you will find one for UBL as well.

So what can I do with UBL files?

In most accounting programs it's possible to import UBL documents. This means that you can add your invoices to your acc

Question 2

How to create an invoice template with our invoice generator

Accepted Answer

Create PDF template

To create a new PDF template, navigate to invoice settings and click on PDF templates.

If you have not yet created a template, the system will let you choose between one of the six default templates to determine the position of your logo, invoicing information and customer information. These options are:

logo left - info right - customer left
logo right - info right - customer left
logo right - info left - customer left
logo rechts - info links - klant rechts
logo left - info left - customer right
logo left - info right - customer right

Here you can choose a template by clicking on choose layout

Edit PDF template

The next screen will let you provide a clear name and optionally a description to your template.

The edit PDF template page is divided into different sections in which you can always edit specific settings or content.

details
logo
invoicing data
on/off
line columns
intro text
extra text
financial discount
footer text
styles
margins
background
attachments

Details

Here you can edit the title and description of the PDF template (for internal

Question 3

Setup your company data

Accepted Answer

Setting up your invoicing data

Naturally you want to have those data that show up on your invoices to be correct from start. You can update your VAT number, contact data and other company info on your team settings page.

Uploading your logo

You can add your own company logo to your offers and invoices. You can add different logo's for both, or use the same logo.

Setup invoice Logo
Setup offer logo

Templates

In CoManage you work with template to create invoices and offers. These template are very adjustable to your own preference. You can change for example the following things:

Setup page margins
Change the size of your logo
Change fonts and colors
Choose what data is shown
Setup a fixed introduction text
Setup your footer

start immediately and:

Make your first invoice template
Make your first offer template

Question 4

Follow up on your projects with custom progress

Accepted Answer

In CoManage it's possible to setup your own custom progress on projects, so you never lose track of your projects!

Setting up project categories & progress First off you'll need to setup categories and their progress in your project settings.

Selecting your category on a project When you're done setting up your categories you can select them on your project detail page.

You'll see the top of the screen change shape to a bunch of circles with numbers in them. These are your projects progresses. By clicking on a progress you'll 'start it'. When you click on it a second time you'll 'finish it'.

It's also possible to see and edit your projects progress on the project overview page:

Question 5

Importing data via the CoManage CRM module

Accepted Answer

${youtube}Import contacts

You're only starting to use CoManage and would like to add your customers in the tool? Easy!

Import file (CSV) In CoManage you can import your data using CSV files. A CSV file is actually a simplified version of an Excel file. For more information about saving an Excel file as a CSV-file, check your Excel program help. In Microsoft Office it's really a piece of cake. You just have to change the file type to '.csv' when saving it!

Starting your import You can start importing data by navigating to the overview page. There you can just click the 'import' button.

After that you just select the CSV file you want to import.

Selecting your columns In CoManage you can choose the order of your import columns. In the following page, all you need to do is select each column to say what data it represents. There are also a bunch of settings you can choose, like what you're importing, what your date format is, at what line to begin,…

Done! Now all you need to do is wait for the import to finish. After that you jump to an overview page where you see if there were any errors and to revert the import, if you'd want to retry.

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Question 6

Create your first customer

Accepted Answer

${youtube}Add you're first customer

Creating a contact

In your contact overview you see a list of all your existing contacts. There are also overviews specific to customers and suppliers. CoManage makes a distinction in the following ways:

Person - a person is only displayed under a company
Company - this is a full contact (possibly with persons in it)

A contact can be supplier or customer (or both). You can add a contact by clicking on the button 'new contact' in the overview page.

Per contact you can do the following:
Add contact and address data
Add a bank account
Setup currency
Setup language
Setup VAT rate
Setup default discounts
Add custom fields
…

Automatically retrieve data with a VAT number

CoManage can retrieve data for a company by the VAT number. It uses the 'System for the exchane of VAT-information' (VIES) to automatically fill missing contact data. Just enter your contacts VAT number and press the arrow to the right of the field 'VAT number'.

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