Clients

The Clients module serves as a lightweight CRM (Customer Relationship Management) database embedded directly into the Payment Gateway.

When a customer successfully completes a Checkout, the system automatically parses their billing details, email, and tax identification number, and associates it with a Client record.

Client Profiles

Navigating to a Client profile allows you to view their complete financial history across the entire Organization:

• Lifetime Value (LTV): Accumulated successful transactions.
• Transaction History: A chronological ledger of all their payments.
• Invoice Repository: Quick access to download PDF/E-Invoices generated for this client.

The Admin UI also links back into Client profiles from operational detail views:

• Transaction detail pages link the selected Transaction to its Client profile when a Client record exists.
• Invoice and Credit Note detail pages show the document's Client party block, and the email address becomes a direct Client profile link when the document is linked to a stored Client.

This lets support and finance staff move between a single document and the broader Client history without losing document context.

Demographics & VAT Validation

Crucially, the Client record stores their official Billing Addresses.

If a B2B client provides a European VAT ID or a business tax number:

1. The Admin UI will display the Validation Status.
2. The Main Backend automatically proxies the ID against the VIES (VAT Information Exchange System).
3. If validated, the system automatically applies the B2B Reverse Charge mechanism, overriding default consumer tax configurations on their future Checkouts.