Customers
A customer in PLANA Business Cloud is a contact — a record holding everything about an external party your business sells to.
Where to find them
Contacts app (in the apps menu) or Sales → Customers.
Anatomy of a customer record
| Section | Fields |
|---|---|
| Identity | Name, type (individual / company), parent company, tags |
| Address | Street, city, ZIP, state, country |
| Contact | Phone, mobile, email, website |
| Sales | Salesperson, sales team, payment terms, price list |
| Accounting | Receivable account, fiscal position, Tax ID / VAT (critical) |
| Internal Notes | Free-text for context |
| Chatter | Activity log + outgoing emails + scheduled tasks |
Click the Companies vs Individuals filter to switch between them. A "Company" contact can have child Contacts (individuals at that company).
Critical fields
For Bulgarian compliance, these must be filled:
- Tax ID (EIK / ЕИК) for any Bulgarian customer — required on every invoice's NPR row
- VAT for any EU B2B customer — required for reverse-charge VAT
- Country — drives the default fiscal position
- Email — for sending invoices and follow-ups electronically
A customer used in an invoice without a tax ID will flag in the VAT report.
Fiscal position auto-detection
When you set the Country and VAT on a new customer, PLANA auto-assigns the right fiscal position:
| Country / VAT | Fiscal position |
|---|---|
| Bulgaria, with valid Bulgarian tax ID | None (domestic VAT applies) |
| EU country, with valid EU VAT ID | EU B2B (reverse charge) |
| EU country, no VAT ID | EU B2C (standard VAT) |
| Non-EU country | Non-EU export (0% VAT) |
You can override the fiscal position in the customer's Accounting tab.
Sales-side fields
| Field | Use |
|---|---|
| Salesperson | Default for new quotations / sale orders |
| Sales team | Default for new opportunities |
| Payment terms | Default for invoices (e.g. "Net 30 days") |
| Price list | If you have customer-specific pricing |
The chatter and customer activity
The right-hand chatter on a customer record is one of the most useful features. It accumulates:
- Every outgoing email (invoices sent, reminders, marketing campaigns)
- Internal notes you and your team add
- Scheduled activities (follow-up calls, demos)
- Log of important changes (price-list assignment, etc.)
Over time, the chatter becomes the institutional memory of the relationship — visible to whoever picks up the customer next.
Bulk operations
In the list view, multi-select + Action menu lets you:
- Send a mass email
- Apply a tag to many customers at once
- Archive customers in bulk
- Export to CSV
Useful for cleanup or for one-off campaigns.
Where to read more
- Quotations — what you send a customer
- Orders — what you confirm
- Price lists — customer-specific pricing
- Customer invoicing — issuing invoices to the customer
- VAT and Bulgarian fiscal — the tax ID requirement