This article explains how to create and manage customer records in Next Project, including how to add new customers, configure advanced settings such as reverse charge defaults, and set up customer contacts required for ROT/RUT tax deduction functionality. It also covers additional features such as copying customer data to a contact, importing customers and contacts from Excel, and understanding how customer information integrates with connected financial systems via Next Connect.

Create a New Customer

Kundposter screen showing customer list and the basic information entry form.

1. Click on Customers.

2. Click on Add.

3. Enter the customer name and customer type — you don't need to specify a customer number at this stage.

4. Save your entry by clicking the floppy disk icon in the top left, or by clicking the Save button at the bottom right.

5. The new customer will automatically be assigned the next available customer number.

6. You can continue entering information directly in the list, or switch to the customer card/Basic Information tab — whichever works best for you. The customer card may give you a clearer view.

Advanced tab on a record — note the highlighted Entreprenadbolag checkbox field.

To set reverse charge as the default on a customer's invoices, check the Construction Company box in the Advanced tab.

You can also import customers from an Excel sheet. Here is a short video on how to do this.

Add Customer Contacts

For each customer, you can add contacts and their details.

To use the Tax Deduction features in the system, you'll need to set up one or more customer contacts with the correct personal identification number (personnummer). Make sure to also fill in the Condo organization number and Apartment number or Property designation.

Keep in mind that a customer record alone isn't enough — you need customer contacts with personal identification numbers in order to distribute ROT/RUT on an invoice. Contacts are added in the Contacts / personnr. (ROT) tab.

Kontaktpersoner tab showing an empty contact list with available toolbar actions.

1. To add a new contact, click the plus sign (Add) above the contact list.

2. Enter the details you'd like to save for the contact. If you plan to use the ROT/RUT functionality in the invoice module, be sure to enter the Name and Person/Orgnr.

3. When you're done, click the floppy disk icon above the contact list to save the information.

Copy to Contact

If you'd like to use a customer as a contact person — for example, if the customer is an individual — you can use the Copy to Contact function.

Kundposter list view — note the highlighted 'Kopiera till kontakt' toolbar button.

To use this function, select the customer in the upper list and click Copy to Contact. A contact person will then be created on the Contacts / personnr. (ROT) tab. The following information is transferred to the contact: Name, Person/Orgnr, Mobile, Phone, and Email.

Import Customer Contacts

You can also import customer contacts from an Excel sheet. Here is a short video on how to do this.

Edit Customer Information

Here is a short video on how to edit information about a customer.

Integration

If Update Customers is not selected in the project integration in Next Connect, customers will only transfer to the financial system when new projects are created or a customer invoice is generated. In this case, the information is sent only once — so if anything needs to be changed, you'll need to update it in both systems. It's important to make sure customer information is accurate before clicking Ordered in the project and running the integration. For example, Visma does not accept incorrect personal identification numbers. These should be in the format YYMMDD-NNNK, where the year is specified without a century and the control digit K must be correct.

If Update Customers is selected in the project integration in Next Connect, NEXT Project acts as the master for customer information. Any changes made only in the financial system will be overwritten the next time the integration runs from NEXT Project to the financial system.