Add customers

In the New Customer screen, you can add information about your customers so that you can keep track of the individuals and companies for which you provide goods and services.

1. In the Customers screen,

   To open the Customers screen, click Customers in the navigation panel.

   For more information, see Customers.

   click New Customer.
2. Click Individual or Business.

3. Enter the customer information.

   Notes

   • To have OnBalance automatically complete several fields in this screen, click the Obtain data from the AFIP registry button, and enter the customer CUIT number. The application will verify your customer registration and import all of the information from AFIP into the new customer form.
   • If the query does not obtain results, you will need to manually enter the information for the new customer. The query may not obtain results for the following reasons.
     • AFIP is blocking the customer's registration proof.
     • The ID entered is not a CUIT. The ID is probably a CUIL.
     • The ID entered is not active.
     • The customer is not active in VAT or a simple taxpayer. You will have to select the customer's VAT status.
     • AFIP Web Service is not currently working.
4. Click Save.

© Thomson Reuters/Tax & Accounting. OnBalance is a trademark of Thomson Reuters and its affiliated companies. All Rights Reserved. Any trademarks, logos and service marks on this website are registered and unregistered trademarks of their respective owners. All linking and access to and use of this website is subject to the terms and conditions of use. Unauthorized linking, access, and use are strictly prohibited.