Reneva
Open New client (New → Client) and enter the name and the details you need; complete the rest when needed.
The fields
| Section | What to enter |
|---|---|
| Client | Name / Company name, Type, Who follows the client (with more than one user) and Pays with. |
| Contacts | Contact person, Email, Phone and Website. |
| Tax details | VAT number, Tax code, SDI recipient code and PEC when issuing documents requires them. |
| Address | Country, address, city, postal code and province or state. |
Who follows the client
With more than one user the choice is required and defaults to your user; the administrator can choose other people with access to the company. With only one user the field is not shown.
Imported clients
Reneva selects the person who starts the import, even if someone else confirms it; the preview shows their name. Existing assignments stay; if the selected person no longer has access, Reneva flags it before creating the client.
Tasks of renewals and projects
If a renewal or client project has no participants of its own, new tasks from its items go to the people who follow the client and still have access. In the task window you can choose other assignees; existing tasks keep theirs.
Country and tax details
Choose the Country first: Italian clients get Province, other countries Province / State. Search Country and Province by name or code. Before issuing a document, complete the tax details that client requires.
If details for the e-invoice (address, SDI or PEC) are still missing after saving, Reneva lists them: the client is saved anyway.
The electronic invoice has two limits that do not depend on the data you enter: Reneva does not issue it to a client with Type Public Administration or to an Individual client with a foreign Country. Documents that are not electronic invoices, such as quotes, stay available for them: Checks before issuing.
Checks on the data
Reneva checks the format of Italian VAT numbers and tax codes. For an Italian Company the VAT number is required; PEC and SDI recipient code are optional but, if entered, must have a valid format. A 6-character code belongs to a Public Administration office: the form reminds you if the type is a different one.
Two clients in the same company cannot share a VAT number, even if one is archived; with permission to edit, the message opens the existing record.
VAT number of a client in the European Union
For a client in another EU country, the notice on the card carries Verify EU VAT number: Reneva queries the European register (VIES) and shows the result. Until the VAT number is valid, issuing a document stays blocked. Repeat the check if you change it.
Client value
The panel shows a total of what the client has paid you, in the company currency, without converting other currencies. With permission to see costs you also get "− Expenses" and "= Net" below. Without permission on Documents the panel does not appear: payments received live there.
Fatture in Cloud details
The FIC badge shows the origin. Edit the details in Reneva under the normal permissions; relationships and historical documents stay.
Custom fields
Fields created in Settings → Customizations → Custom fields also appear here.
Client links
In the Client card header, a row of icons: the first opens the Website (if filled in); with + (after the first save) you add a link with URL, icon and optional name. Click an icon to edit or delete it; drag it to reorder.