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Adding a Business ID or Personal ID to Customer Information

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Written by Lassi kähkönen
Updated over a week ago

Adding a New Customer and Editing an Existing One


Adding a New Customer

  1. Go to Sales → Customers → New Customer (+)

  2. Select the Customer Type: either Consumer or Company

  3. Enter the appropriate identifier based on the type:

    • Business ID (Y-tunnus) for a company

    • Personal ID (henkilötunnus) for a consumer

  4. Fill in the remaining required customer details

  5. Click Save


Editing an Existing Customer

  1. Go to Sales → Customers

  2. Click the pencil icon next to the customer you wish to edit

  3. Update the Business ID or Personal ID, along with any other necessary information

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