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

Client records store billing addresses, tax identifiers, and the buyer Peppol routing address that can be reused by invoices, reporting, and operator workflows. Use this field only for customers who receive invoices through Peppol. Store the Peppol address type and value exactly as the customer or their Peppol service provider gives them to you. Do not type prefixes such as 0088: or 0204: into the value field. Do not assume the VAT ID is the correct Peppol address unless the recipient confirms a VAT-based Peppol address type. GLN means GS1 Global Location Number and should use address type 0088 only when the customer has supplied a GLN. Germany-only: Leitweg-ID is a public-sector buyer reference and may use address type 0204 when the German recipient confirms it as their Peppol address.

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

1. The Admin UI can display the validation status and stored tax identity.
2. The buyer-facing runtime can validate EU VAT IDs against VIES when both checkout settings and organization tax settings allow VIES.
3. A validated EU VAT ID can make the buyer eligible for B2B treatment, including reverse charge, when the matching tax rule permits it.

Reverse charge is not applied from the client record alone. The final decision is made by the tax engine from the active organization tax settings, effective tax rules, buyer country, buyer type, supply type, and tax point.