checklist template
New Customer Onboarding Checklist
Capture the right details up front so quoting, invoicing and getting paid are smooth.
Missing customer details cause invoice disputes and payment delays. Capture these once, at the start. In Lulaworks this becomes the customer record every quote, job and invoice reuses.
The checklist
- ☐ Registered company name and trading name
- ☐ VAT number and company registration number
- ☐ Billing address and delivery/site address
- ☐ Primary contact: name, role, email, phone
- ☐ Accounts contact for invoices
- ☐ Purchase-order process and PO threshold
- ☐ Payment terms agreed (e.g. 30 days)
- ☐ Vendor/portal registration completed (Coupa, Ariba, etc.)
- ☐ Preferred document format and any specific requirements
Manage customers free in Lulaworks
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