Add a customer

Customers are who you invoice. Create a customer master record once, and it carries its currency, payment terms, credit limit, and addresses into every invoice.

Beginner5 steps~3 min

Open the new customer form.

From Accounts Receivable, open Customers and choose "New customer".

Fill in the customer’s identity.

Choose a customer group, then enter a unique code, the legal name, and the country.

Set the currency and credit limit.

The currency is the default for this customer’s invoices; the credit limit is used for credit checks.

Enter the billing address, then save.

Provide the billing address line, city, and country. Shipping defaults to the same address unless you change it.

Your customer is created.

The customer detail page shows the open balance, aging, and links to invoices, receipts, and statements.