---
title: "Customers"
slug: "1611684248"
updated: 2026-07-03T09:57:02Z
published: 2026-07-03T09:57:02Z
canonical: "help.ila.cegid.com/1611684248"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.ila.cegid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customers

Customers are essential entities for the sales process, since they buy and consume products (goods and services) from the organization. This way, it is important to keep an **updated customer portfolio**, **coherent** with the company invoicing.

> [!WARNING]
> Before creating customers, you must ensure that all [settings](https://helpcenter.ila.cegid.com/?helptopicid=1611681256&prod=invoicing-engine/#criargruposdecliente) related to these entities are correctly performed on the area **Setup**.

---

## Creating customers

During the company activity, there are **several customer types**. If, on one hand, an organization keeps an active and recurring relationship with a few customers, on the other hand, there are also **one time** and **unique businesses**. In these cases, it is possible to create **one time customer files** instead of creating an individual file, that will be useless in the long run.

To create customers, follow these steps:

**Creating customers**

1. Access **Customers and Items | Customers**;
2. Click **Create**;
3. On the **General** tab, specify the customer's **Name**;
4. Specify the **Tax ID.** If the customer is not Portuguese, before inserting the tax ID, you must change the field **Country**;
5. If recorded on the VIES platform, when inserting the tax ID, the fields **Name** and **Address** are automatically filled in. If not, you must insert them manually;
6. In the area **Entity Types,** activate the checkboxes that refer to the entity type being created;
7. On the tab **Sales Conditons,** define the fields **Customer Set**, **Customer Groups**, **Payment Method**, **Payment Condition, Shipping Method** and **VAT Scheme**;
8. Validate the remaining fields;
9. Finally, click **Save and New**.

**Creating one-time customers**

1. Access **Customers and Items | Customers**;
2. Click **Create**;
3. Fill in the fields **Name** and **Tax ID**;
4. Fill in the data about the **Address;** **Note**: The field **Invoicing Entity** is blocked with the same code as the commercial entity;
5. Select the checkbox **One-time Entity;**
6. Finally, click **Save and New**.

If the customer is one-time, the fields above are blocked. However, you can specify an **alternative address** on the additional addresses on the customer file.