Create or Add a Customer

Add new customers to your system with complete contact, billing, and shipping details — ready for invoicing, CRM tracking, and operational workflows.

🔐 Access Control

• Only Admin users or staff with customer management permissions can add customers
• From the Dashboard, use the side menu to navigate: Accounting → Customer → Add Customer

🧭 Step-by-Step Customer Creation

1️⃣ Basic Info

Fill in the required fields:

• Name*: Full name or company name
• Contact*: Include country code (e.g. +44, +91)
• Email*: Used for invoice delivery and CRM records
• Password*: Used for secure login and client portal access
• Tax Number: Optional — for VAT or compliance tracking

2️⃣ Billing Address

Enter the customer’s billing details:

• Name*
• Phone* (with country code)
• Address*
• City, State, Country, Zip Code

3️⃣ Shipping Address (Optional)

If different from billing:

• Fill in name, phone, and full address
• Use the copy icon to duplicate billing address if applicable

✅ Best Practices

• Always include country codes in phone numbers
• Use consistent naming for audit clarity
• Add tax numbers for VAT-registered clients
• Keep billing and shipping addresses accurate for delivery and compliance
• Use strong passwords for customer accounts
• Review customer list quarterly to archive inactive records