To ensure that the business partner's details are automatically pulled when issuing an invoice, you must first create a card for them.

Creating a business partner card
1
In the main menu of SaldeoSmart, select the Business Partners section. Click the + Add business partner button at the top of the list. If you are already issuing an invoice, you can click the plus (+) icon in the Buyer block.
2
Filling depends on where your client is registered.

Companies from Poland
Enter the NIP (Tax ID No.) of your counterparty and click Download data from GUS. The name and address will be pulled automatically.

Companies from the European Union (VAT EU registered)
Enter the VAT EU number of your counterparty and click Download data from vies. The name and address will be pulled automatically.

For all other customers
  1. NIP (Tax ID No.): Since the name of the field itself cannot be changed in the system, enter the data in the format: Tax number: [number] (e.g., Tax number: US37-1908542).
  2. Name of the business partner: Enter the full legal name of the company.
  3. Abbreviated name: Enter a short name for the company.
  4. Legal address: In the fields from Address to Country, you must sequentially fill in the details of the company's registration place.
Be sure to check the Client (recipient) box. Without this checkbox, you will not be able to select the company when issuing an invoice.

After making changes, be sure to click the Save button to record the new data in the system.


Done!