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Add a Customer

Add a customer so documents can be raised against them.

A customer needs to exist before anything can be raised against them, and the form asks for very little to get started. A display name is enough; addresses, contacts and terms can all be filled in later from the customer page.

  1. Go to Customers in the sidebar, then select New.

    The Create Customer form. A Primary Contact section holds salutation, first and last name, department, title, mobile, work phone, email and social media. Basic Details sets Type to Business or Individual and holds Company, Company's Website and a required Display As field. Other Details below sets Tax Treatment and VAT Registration Number. A Save Customer button sits in the bar at the foot.

  2. Enter the display name. This is the name documents print.

  3. Add an email address if you will send documents rather than print them.

  4. Select Save. Addresses and contact people can be added any time from the customer page.

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