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This guide covers everything you need to know about managing your customer and supplier database in FacturaScripts.

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Understanding Customer Records

FacturaScripts uses the Cliente model (EditCliente.php) for customer management, which includes:
  • Basic information (name, tax ID, contact details)
  • Multiple addresses and contacts
  • Banking information
  • Financial settings (credit limit, payment terms)
  • VAT regime and tax settings
  • Document history (invoices, orders, estimates)

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Creating a New Customer

1

Navigate to Customers

Go to Sales > Customers from the main menu (EditCliente.php:95).
2

Click New Customer

Click the New button to open the customer creation form.
3

Enter Basic Information

Fill in the required fields:
  • Name (Nombre): Customer’s full name or company name
  • Tax ID (NIF/CIF): Tax identification number
  • Customer Code (Código): Auto-generated or manual code
4

Configure Contact Details

Add primary contact information:
  • Email address
  • Phone number
  • Mobile number
  • Website
The system creates a default contact record with this information (EditCliente.php:177).
5

Set Tax Configuration

Configure tax settings:
  • VAT Regime (Régimen IVA): Select the customer’s VAT status (EditCliente.php:293)
  • VAT Exception: If applicable, select tax exemption reason (EditCliente.php:270)
  • IRPF: Withholding tax percentage for professionals
6

Configure Financial Settings

Set financial parameters:
  • Payment Method: Default payment method
  • Payment Terms: Days until payment due
  • Credit Limit: Maximum allowed credit
  • Invoice Series: Default series for invoices
7

Save Customer

Click Save to create the customer record.
If you’re creating a customer from within an invoice, you’ll be redirected back to the invoice after saving (EditCliente.php:199).

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Managing Customer Addresses

Customers can have multiple addresses for billing and shipping:
1

Open Customer Record

Navigate to an existing customer.
2

Access Addresses Tab

Click the Addresses and Contacts tab (EditCliente.php:158).
3

Add New Address

Click New and enter:
  • Description: Address label (e.g., “Main Office”, “Warehouse”)
  • Address: Street address
  • Postal Code: ZIP/postal code
  • City: City name
  • Province: State/province
  • Country: Country code
4

Set as Default

You can set addresses as:
  • Default Billing Address: Used for invoices (EditCliente.php:311)
  • Default Shipping Address: Used for deliveries (EditCliente.php:317)
5

Update Existing Documents

To apply an address change to existing documents:
  1. Select the address
  2. Click Update Docs Address (EditCliente.php:162)
  3. Confirm to update all editable sales documents with the new address (EditCliente.php:327)
Updating addresses only affects editable (unlocked) documents. Locked invoices retain their original address (EditCliente.php:360).

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Adding Banking Information

Store customer bank accounts for direct debit and payment tracking:
1

Open Banking Tab

In the customer record, click the Customer Banking Accounts tab (EditCliente.php:128).
2

Add Bank Account

Click New and enter:
  • Bank Account: IBAN or account number
  • Description: Account label
  • Mandate Reference: SEPA direct debit mandate (if applicable)
  • Mandate Date: Date of mandate signature
3

Set as Primary

Mark the primary account for direct debits and automatic payments.

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Viewing Customer Risk

FacturaScripts calculates customer risk across multiple document types:
Shows the total amount of unpaid invoices (EditCliente.php:68).This includes all invoices marked as unpaid in the system.
Displays risk from confirmed orders not yet invoiced (EditCliente.php:85).Orders remain in this category until converted to invoices or delivery notes.
Shows value of delivery notes not yet invoiced (EditCliente.php:50).These represent shipped goods awaiting invoicing.
The total risk is compared against the customer’s credit limit. You’ll see warnings if the customer exceeds their limit.

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Viewing Customer Documents

Access all customer documents from their record:
The Invoices tab (EditCliente.php:137) shows:
  • All customer invoices
  • Invoice status (paid, pending, overdue)
  • Total amounts and dates
  • Quick access to print or email

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Working with Subaccounts

For accounting integration, customers can have associated subaccounts:
1

Access Subaccounts

In the customer record, click the Subaccounts tab (requires EditSubcuenta permission) (EditCliente.php:130).
2

Configure Subaccount

Enter or select:
  • Subaccount Code: Accounting code for the customer
  • Description: Subaccount description
3

Verify Length

The system validates that the subaccount code length matches your accounting plan configuration (EditCliente.php:175).

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Generating Accounting Entries

For customers with multiple invoices:
1

View Invoices Tab

Open the customer record and go to Invoices tab.
2

Generate Bulk Accounting

Select multiple invoices and click Generate Accounting to create accounting entries for all selected invoices (EditCliente.php:238).

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Managing Supplier Records

Supplier management follows the same principles as customers:
  • Navigate to Purchases > Suppliers
  • Create and manage supplier records
  • Configure payment terms and banking details
  • Track supplier invoices and payments
The functionality is identical to customer management, but within the purchasing workflow.

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Advanced Features

Organize customers into groups for:
  • Targeted marketing campaigns
  • Special pricing rules
  • Customized payment terms
  • Reporting and analysis
Assign special price lists to customers:
  • Volume discounts
  • Seasonal pricing
  • Customer-specific rates
  • Automatic discount application
Set customer language preference (EditCliente.php:277):
  • Invoice language
  • Email communications
  • Document templates
  • User interface language
Add custom fields to customer records:
  • Industry classification
  • Sales representative assignment
  • Custom notes and tags
  • Integration identifiers

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Best Practices

Complete Data

Always enter complete customer information:
  • Valid tax ID for legal compliance
  • Multiple contact options
  • Accurate billing addresses
  • Banking details for direct debit

Regular Updates

Keep customer data current:
  • Review contact information periodically
  • Update credit limits based on payment history
  • Verify tax status annually
  • Clean up inactive customers

Credit Management

Monitor customer credit:
  • Set appropriate credit limits
  • Track payment history
  • Review overdue invoices regularly
  • Adjust limits based on reliability

Data Privacy

Protect customer information:
  • Limit access to sensitive data
  • Follow GDPR requirements
  • Secure banking information
  • Regular data backups

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Common Tasks

If you have duplicate customer records:
  1. Identify the master record to keep
  2. Update all documents to reference the master customer
  3. Transfer addresses and contacts
  4. Delete the duplicate record
Ensure all documents are updated before deleting duplicates.
To update multiple customer contacts:
  1. Export customer list to CSV
  2. Update contact information in spreadsheet
  3. Import updated data back into system
  4. Verify changes in customer records
For customers no longer active:
  1. Mark customer as inactive
  2. Export historical data for archival
  3. Remove from active customer lists
  4. Retain records for legal/tax requirements

Creating Invoices

Learn how to create invoices for customers

CRM Features

Explore customer relationship management tools

Reports

Generate customer analysis reports

Administration

Configure customer-related settings