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Creating a new customer

Learn how to create a new customer in Paragon, sync it with Minox Online, and manage addresses and payment terms.

When you create a customer in Paragon, the data is automatically synchronized with Minox Online. Minox will assign the next available debtor number to the record upon creation.

Creating a customer record

  1. Navigate to the customer (Klant) module in the right-hand menu.

  2. Click the add button (green plus icon) in the top-left corner to start a new record.

Entering essential data

Fill in all relevant fields. To ensure a seamless integration with Minox, pay special attention to the following:

  • Code: This internal ID is generated automatically by Paragon and cannot be changed.

  • Minox Debtor Number: This is assigned by Minox after saving. You do not need to fill this in yourself.

  • Customer Toggle: This is checked by default.

  • Address: Click the down arrow to open the address window. You can add unlimited addresses using the integrated Google Maps search. Ensure you specify whether an address is for billing (Factuur) or shipping (Verzend).

  • Company Type: Always select Debiteur (Debtor) for customer records.

  • ICP Zone: Select the correct revenue category: NL, EU, or Outside EU.

  • Payment Terms (Voorwaarden): This numeric ID must match the ID created in Minox (Maintenance > General > Payment Terms).

  • Email: Fill in the specific email fields for different documents (Quotes, Confirmations, Invoices). If you use one universal email for all documents, your consultant can automate this via the Attribute Setup.

Once finished, click the save icon (floppy disk) in the bottom-right corner.

Note: If a customer is also a vendor, you must create them separately in both modules. This ensures financial journal entries are processed correctly in Minox, where debtors and creditors are strictly separated.

Activation and verification

  1. Click the activate button in the bottom-right corner to make the customer live.

  2. Log out of Paragon and log back in to see the newly assigned Minox Debtor Number on the customer card.

  3. Verify that the customer has successfully appeared in your Minox Online administration.