A customer is a "company" record in Scoro — the business you're selling to (a "person," covered next, is an individual who works there). To create one, click Companies in the top bar, then click the + New button. Fill in the company. This is the anchor — every quote, order, and invoice links back to it.
Tax upon receipt.V2 tag — a tag is just a label you stick on a record so you can filter for it later. The V2 tag adds the company to your active roster view (see 4).Company is complete when
V2 tag appliedA person is an individual you deal with at the company (the estimator, the PM, accounts payable). Do this from the company you just created in step 1 so the person links to it automatically: open the company (click Companies in the top bar and pick it from the list, or you're already on it from step 1), then click Add → New person. Add everyone you deal with, then mark one as the main contact.
There's also a People module in the top bar with its own + New, but adding a person from the company card is the easy way — it does the linking for you.
Open the company and you see its people, projects, quotes, orders, and invoices all in one place.
Person is complete when
With the company and person done, the rest is the day-to-day you already do — and it runs clean because steps 1–2 were done first.
Click Companies in the top bar to open the list, then filter it by the V2 tag to see exactly the active customers for the new entity. A bookmark is Scoro's name for a saved filter: once the list is filtered the way you want, save it as a bookmark and it becomes a one-click "who are our active customers" view you can return to anytime.
V2 controls the list / bookmark view only. When you create a quote or order, the Client dropdown type-aheads over all contacts — there's no way to hide an existing one from it. So when you make a quote, just type the customer's name and pick them. The tag is for the roster view, not the picker.This is the field that makes step 3 automatic. You assign a client profile right on the company record (the Client profile field from step 1) — that's the everyday action. The profiles themselves are defined once under ⚙ Settings → Sales and finance → Client profiles; you normally just pick from the six that already exist. Each customer gets one client profile, and that single field sets both the tax treatment and the payment terms. The six:
| Profile | Tax | Payment terms |
|---|---|---|
| Tax upon receipt | taxable | due on receipt |
| Tax 30 days | taxable | net 30 |
| Tax 60 days | taxable | net 60 |
| No Tax 0 days | exempt | due on receipt |
| No tax 30 days | exempt | net 30 |
| No tax 60 days | exempt | net 60 |
Tax upon receipt.Without the certificate on file, Vancomm is liable for the tax in an audit. The profile alone is not enough — the form has to be on record.
Refs: decisions VAN-D038 + VAN-Q031.
The contact category on the company record is a relationship tier — a quick way to sort VIPs from prospects. It is separate from tax and terms (those come from the client profile).
| Category | What it means |
|---|---|
| A — VIP Customer | Top-tier, high-value or strategic customer. |
| B — Standard Customer | A regular, active paying customer. The default for most. |
| C — Potential Customer | A prospect or lead — not a customer yet. |
| D — Internal Contact | Internal records, not an outside customer. |
| Z — Archived | Dormant / no longer active. |
You work project-first — that's fine, that's where you live. But a project only produces clean quotes, correct PDFs, and the right tax if the Company → Person → client profile behind it are complete first. The data flows downhill: the company carries the address and tax rules, the person becomes the contact on documents, and the project just inherits all of it.
No billing address → blank address block on the PDF
No client profile → wrong or missing tax + terms
No main contact → no one named on the document
None of it errors — it just prints wrong later.
Address, tax, terms, contact all set on the company
Project inherits everything automatically
Quote / order / invoice fill themselves in
Five minutes up front, no broken document.
Steps 1–2 are the one-time customer setup. Step 3 is the day-to-day work you already do — it just runs clean because 1–2 were done right.
We don't delete. Old or dormant customers just stay in the database. Because the Client picker type-aheads, an inactive customer doesn't clutter anything unless you actually type their name — and leaving them in place keeps the history intact. You can mark them Z — Archived (see 7) to flag them as dormant.