A customer record stores contact details, an address and any agreed rate or travel-cost exceptions. AdMemo can then reuse those values on work orders and invoices.
Open a new customer record
Open Clients and choose New client. The customer record has sections for basic details, billing, travel costs and status. Only the Name is required.
You can also create a customer while recording a work order. If AdMemo does not recognise the customer name, it asks whether to create a new customer. Confirm that choice, review the customer details and save them before continuing with the work order. Use the customer list when you want to prepare a customer record in advance.
Add the basic details
- Enter the customer or business name.
- Add a telephone number and email address if you have them.
- Add the address for invoices and travel calculations.
The email address can be reused when sending invoices. Enter names and addresses as the customer uses them; changing app language does not translate this information.
Set a custom hourly rate if needed
The default rate comes from your rate settings. If you agreed a different rate for this customer, enable Custom hourly rate and enter it.
For example, your normal rate might be €47.50 while a particular customer has an agreed €40 rate. Leave the custom-rate setting disabled when the default applies.
Set travel costs
Use the calculated distance
With a home-base address in your business details and an address for this customer, AdMemo can calculate the one-way distance.
Check Distance (km, one way) and the calculated customer travel charge. A one-way distance of 47.7 km at an agreed €0.23/km is €10.97. This is a billing example, not the year-dependent fiscal mileage deduction.
The customer record shows a one-way amount. A work order accounts for the outward and return journey; the same example becomes €21.94 for both directions. The rate comes from travel settings.
If you drive a different route, correct the distance manually.
Use a fixed travel amount
Enable Custom travel costs and fill in the fixed amount when that is what you agreed. It replaces the distance-based calculation for this customer.
Set the customer's status
Customer is active is enabled by default. Set a customer inactive when you want to keep the history but stop showing them in the ordinary customer list and voice-recognition context.
Inactive customers remain in your records and on existing invoices.
Save the customer
Choose Save customer. Check that the customer appears in the list. Their saved name, rate and travel settings can now be used for work orders and invoices.
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