Partners (customers and suppliers)

The partner list is in the Partners menu — one entry is a customer (you issue documents to them), a supplier (you receive invoices from them) or both; you choose the role with the checkboxes on the partner card. Suppliers are added automatically from received e-invoices by PIB (tax ID), so you do not have to enter them by hand. Every document carries a customer from the list — at the moment of issue the details are “frozen” onto the document, so a later change to the customer does not alter documents already issued.

Required details

For domestic customers the PIB (tax ID, 9 digits) and the MB (company registration number, 8 digits) are required — without a PIB not even an e-invoice can be sent to the customer (SEF, the national e-invoicing system, routes precisely by PIB). For foreign customers (the “Country” field is not Serbia) the PIB and MB are not required.

Automatic completion by PIB

When you enter a PIB, the programme pulls the company’s details from the official register of the National Bank of Serbia (NBS) and fills in the empty fields: name (with the legal form — doo, ad, pr…), address, postcode, city and company registration number. Fields that are already filled in are left alone — if you are changing the customer, clear the field first and then enter the new PIB. That is why the PIB is the first field on the new partner form: enter it before anything else and move to the next field, and everything the register has gets filled in. Below the PIB it says exactly what was pulled in; always check it and correct it where needed.

Checks in the government registers

Along with the details, the programme uses the PIB to check whether the customer is registered on SEF (e-invoices) and on SEO (e-delivery notes), and ticks the corresponding flags automatically. You later see the flags “sent to SEF / to SEO” on the customer card.

Public-sector customers (JBKJS)

For public-sector customers also enter the JBKJS (the unique public-sector budget user code, 5 digits) — it is needed to address documents to budget users correctly. With a JBKJS entered, an invoice to such a customer also offers registration in the CRF (the Central Invoice Register) — without it the Treasury Administration cannot pay the invoice.

Choosing the customer on a document

On the document form you choose the customer by typing — the search works by name, PIB and city and tolerates diacritics (“dj” finds “đ”). Free text is not a choice: the customer must be selected from the list.