Managing clients and the address book in Taxorio — automatic fill-in from the ARES register by company ID, checking EU clients' tax IDs through VIES, and the client detail with its payment behaviour.
How to add a new client by hand or automatically from the ARES register, edit their contact and billing details, and what the client detail shows you — overdue debt, payment behaviour and invoicing history.
Enter a company ID and Taxorio automatically fills in the company name, address and tax ID from the ARES register — no retyping, no typos. How it works, and when to double-check the details.
How to verify a foreign client's tax ID through the EU's VIES system, how the app saves the result with a date, and how to filter your foreign clients.
How to save recurring items with a price, unit and VAT rate in Settings, so they're offered on their own when invoicing. The price list is one shared list for the whole account, not per client.