Create customers

Set up a customer once – their data is then ready automatically for every quote and invoice.

Your customers are the basis for every document in Nori. Once you have set up a customer, you select them with a single click when creating quotes and invoices – name, address and contact details are filled in automatically.

Create a customer in three steps

1 Open the “Customers” section
In Nori, open the “Customers” menu item and click “Create customer”.
2 Enter master data
Add the name or company, address and contact details. For business customers you can also store the VAT ID – it appears automatically on the invoice later.
3 Save
Save the customer. From now on they are available to select on every new quote and invoice.

Create a new customer from a quote/invoice

Alternatively, you can also create a new customer directly from the quote or invoice dialog.

Create customers

Create a customer in three steps

Create a new customer from a quote/invoice

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