Table of Contents

Creating a Fiscal Customer

To manage fiscalization processes for a specific customer, you can use the new setup field on the customer card. This field automates the creation of fiscal documents, posting routines, and reporting and ensures an accurate and efficient fiscalization processes.

Creating a Fiscal Customer

The following procedure describes how to create a fiscal customer in the sales area.

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Customers, and then select a related link.

  2. Create a new customer. For more information, see Register New Customers.

  3. On the Invoicing FastTab, in the Fiscal Document Type field specify the type of fiscalization to be used for all sales documents created for the customer. The following options can be selected in this field:

  • Fiscal Receipt - Specifies a fiscal receipt will be created for the sales order after its is posted.
  • Fiscal Receipt with Invoice - Specifies that a fiscal receipt with a fiscal receipt invoice will be created for the sales order after it is posted.

If the Fiscal Document Type field is empty on the customer card, fiscal documents are not created for this customer. If specify a fiscal document type, the Prices Including VAT field will be set to true automatically. This sets up a number series for newly created sales and fiscal documents. For more information, see Fiscalization Setup.

  1. When you have finished creating the new customer, choose OK.

Now, the customer is registered, and the customer card is ready to be used on sales documents.