Authorized users: Billing Manager, Sales Manager, Inventory Manager, Accountant, System Management.

How to Add New Customer

Hint: the process of adding customer and vendor are identical.

To add a new customer, go to Master Data> Customers > CREATE

 

First, select whether the customer is an Individual or a Company, then enter the Name, add his company if he is an individual, and put his picture or the company logo.

Enter the customer's ADDRESS information, TIN (tax id number), contact addresses, and the customer's preferred LANGUAGE.

 

From CONTACTS & ADDRESSES, you can add multiple contacts, or other billing or shipping address.

From INTERNAL NOTES, you can add an internal memo that your company team can see about the customer.

 

From SALES & PURCHASES, you can select the SALESPERSON to be in charge of communicating. 

Also, you can designate this customer as A VENDOR.

After that, you can enter an INTERNAL REFERENCE for this customer, and if the customer is a company, you can also set its INDUSTRY.

From the Payments, you can add the customer's BANK ACCOUNT(S), which will help identify the customer transactions when importing bank payments.

 

From INVOICING, you can add the default CUSTOMER PAYMENT TERMS and the VENDOR PAYMENT TERMS.

Finally, in ACCOUNT RECEIVABLE and ACCOUNT PAYABLE, you will find the default accounts selected when making the initial setup. You can select another RECEIVABLE and PAYABLE account for this customer.

The selected accounts will be used automatically on this customer's invoices.

Then click on SAVE to add the customer to the system.