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
