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  1. KLARA Support
  2. Order and customer management

Order and customer management

Order Management

  • Order management - Copy and move an existing document
  • Define "recurring invoices"
  • Create and process “Offers”
  • Create and edit “offers”

Clients

  • Import customers and articles
  • Assign customers to a price category (e.g. top customers)
  • How can I add a billing address?
  • How can I register a customer from abroad?

Documents

  • Create an individual layout
  • Create a collective invoice from several delivery notes
  • Numbering of documents in the order management
  •  How to create a prepayment?
  • How do I create or edit a document in Order Management?
  • How many offers can be created and managed in the program?
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