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Customers

From this section, you can view your customers and enter their general, contact, tax, and business information.

Navigation path: Invoicing → Customers → Customers.

1. Open the customer list​

Go to the Invoicing module, select Customers in the top menu, and then Customers in the sidebar.

Customer list

The list displays the Name, Code, and Email columns.

Use Search to find a customer. You can also use the filter and column icons to adjust the view.

2. Create a customer​

Click New customer in the upper-right corner of the list.

3. Complete the general information​

In the General section:

  1. Select Individual or Company, as appropriate.
  2. Enter the customer's name.
  3. Review the Code displayed in the form.
  4. Complete Brand, if applicable.
  5. Select the Tags you want to associate with the customer.
  6. To add an image, drag the file into the indicated area or click Browse.
Customer general information and main address

4. Complete the main address​

In the Main Address section, complete:

  • Street 1.
  • Street 2, if you need to add further information.
  • City.
  • ZIP: postal code.
  • Country.
  • State/Province.

Review the selected country and change it if necessary.

5. Complete the contact information​

In the Contact Information section, enter the available details:

  • Account Number.
  • Email.
  • Language.
  • Phone.
  • Mobile.
  • Website.
Customer contact and tax information

6. Complete the tax information​

In the Tax Information section:

  1. Select the customer's Tax Status.
  2. Select the Document Type.
  3. Enter the corresponding Tax ID.

7. Complete the Sales tab​

In the Sales tab, select the applicable details:

  • Salesperson.
  • Payment Terms.
  • Payment Method.
  • Rates, under the Operations section.
Customer sales settings

8. Review the Purchases tab​

In the Purchases tab, select the applicable details:

  • Payment Terms.
  • Payment Method.
  • Rates, under the Operations section.
Customer purchase settings

9. Complete Other Information​

In the Other Information tab, select the appropriate Industry and Company.

Other customer information

10. Review the Invoicing settings​

The Invoicing tab includes two groups of options.

Customer invoices​

Select the following, if applicable:

  • Invoice Sending Method.
  • Electronic Invoice Format.

Automation​

Review the available options and configure them as appropriate:

  • Auto-post Invoices.
  • Ignore Abnormal Invoice Amount.
  • Ignore Abnormal Invoice Date.
Customer invoicing and automation settings

11. Add internal notes​

In the Internal Notes tab, enter any notes you want to record about the customer.

The editor allows you to format text and add lists, links, and other elements.

Customer internal notes and creation buttons

12. Create the customer​

Once you have completed and reviewed the information, select one of the available options:

  • Create: to save the customer.
  • Create and create another: to save the customer and continue adding another.
  • Cancel: to exit without creating the record.