Working with Clients · Article 4.1
Adding a client: the four fields that matter
Name, email, country, and the B2B/B2C flag — those four fields turn an empty client record into one Clozo can build legally correct invoices from.
The client record is small but high-leverage. It feeds three downstream decisions: which VAT rule applies, whether the client gets a structured e-invoice or just a PDF, and whether the contract carries a B2C cooling-off waiver. Get the four core fields right and the rest of Clozo configures itself around the client.
Step by step
Open Clients.
Go to
/clientsfrom the sidebar. Click+ New client.Fill the core fields.
- Name: the client's legal name (person or business). Required. - Email: validated as a real email address; this is where the proposal email goes. Required. - Country: ISO 3166-1 alpha-2 dropdown. Required — drives VAT logic.
Choose B2B or B2C.
Toggle
This is a private consumer (B2C)only if your client is an individual buying for personal use. Most freelancer clients are B2B; leave the toggle off for businesses, autónomos, freelancers, and sole traders acting professionally.(B2B only) Add VAT number.
Country prefix + national digits, e.g.,
DE123456789. Clozo validates with VIES on save; a green badge appears within ~10 seconds.(Optional) Fill company name and structured address.
Required if you'll send Peppol/KSeF/FatturaPA invoices to this client; safe to skip otherwise.
Save.
The client appears in
/clientsimmediately. Clicking the row opens the detail page where you can refine e-invoicing settings (article 3.9).
Why this works this way
Clozo's data model treats clients as soft-deletable records owned by exactly one freelancer (the user foreign key on the Client model). Soft-delete means a deleted client isn't truly gone — they're flagged with is_deleted=true and hidden from the default queries, but old proposals still resolve to them for audit purposes. This is intentional: GDPR requires you to be able to honour data-subject requests against historical contracts, and tax law (GoBD §147 in DE; parallel rules elsewhere) requires you to keep client identity attached to invoices for 10 years.
The B2B/B2C flag (is_b2c) is the most consequential single field in the client record. It drives VAT (article 4.3), e-invoicing routing (B2C clients always get plain PDF, even if you've configured Peppol), and contract law (CRD Art. 16(a) cooling-off applies only to B2C). Clozo defaults is_b2c=False because most freelancer clients are businesses (autónomos, GmbHs, BVs, Limiteds, sole traders trading professionally). If you create a client with no vat_number and no company_name, Clozo auto-detects them as B2C on save — you can manually override either way through the toggle in the form.
Troubleshooting
Keep reading
Working with Clients
Client country and VAT logic: how Clozo decides what VAT (if any) to charge
The combination of your country, the client's country, and whether the client has a validated EU VAT number determines which of five VAT rules applies — Clozo computes it automatically.
Working with Clients
B2B vs B2C: what the toggle actually changes
Whether your client is a business or a consumer changes three things: the VAT treatment, the cooling-off rights, and whether structured e-invoicing is even an option.
Working with Clients
GDPR: what data we store about your clients, why, and for how long
Clozo stores the minimum personal data needed to issue invoices and route emails — name, email, country, address, and (if provided) VAT number — under a contractual lawful basis with 10-year retention to meet tax law.