January 20, 2022

Manage Customers

Projects
Manage Customers

Customers for projects in PlainStaff are managed in the project settings:

Customer Management

Using the buttons, customers can be added and edited. In addition, customers can be imported from partner systems using the double arrow button.

Caution

Only these imported customers can later be used to export bookings for invoicing in that same ERP system.

See also: Export Bookings