You can add new customers in Severa from the top right corner via the Add new button or in the Customers summary view at the customer list with the Add customer button.
Adding a new customer
Add a new customer manually by selecting Add new > Customer or Add customer:
Enter the Customer name (required)and VAT number
Open the Address section and fill in the customer address details
Please note that in many financial management programs and integrations, customer address details are required for the invoice to be forwarded.
Please fill in each field of the address information in its correct form.
Open the Electronic invoicing section and fill in the customer's electronic invoicing addresses if the customer has electronic invoicing enabled
Please do not copy and paste information directly from another source. This may bring extra characters, line breaks, or other information with the text, which can cause errors, for example, in integrations when transferring data.
Always check the supported broker client credentials and enter the operator information in the correct form.
Check the customer details and save the customer card by clicking Add more
Adding a new customer from a public register
To speed up adding a customer, depending on your country, you can create a customer by automatically retrieving its details from a public register, through Bizweb in Norway, and through YTJ (AvoinData) in Finland. Add a new customer from a public register by selecting Add new > Customer or Add customer:
Start by typing the Customer name (one word) and select the desired customer from the search results
If you are searching by Vat number, enter the Vat number and select Search to see the results
Check the customer details and add the customer by clicking Add more
Possible error situations
Error message | Solution |
The organization already has an account with same name. | Severa cannot have two customers with the same name. Check the list of active and inactive customers or create a new customer using a different name. |
Keywords: customers, customer management, customer list, adding, addresses, contacts, Vat number, data update, YTJ
This user guide is for the Beta edition of Severa, and the mentioned information may differ from the functions or features visible in the user interface. The language translations of the guide have been produced using an AI-based translation tool, and its content or wording may differ from other guides or the content or wording of the software.