Create your first customer

This page shows you how to create a customer — the record for someone you sell to. You’ll need one before you can raise a sales invoice.

Create a customer

1. In the search bar, type Customer and open the Customer list.
2. Click + Add (or New).
3. Enter the Customer Name — the person’s or business’s full name.
4. Set the Customer Type — Company or Individual.
5. Choose a Customer Group — a category such as Commercial, Individual, Non Profit, or Government (these are the defaults).
6. Select a Territory — the region they belong to (useful for reporting later).
7. Click Save.

That’s all you need to start invoicing. You can add more later — contact details, a billing address, a credit limit, default payment terms, or a default price list.

Tip

Contacts and addresses are stored separately and linked to the customer, so the same contact person can be tied to more than one record. Add them from the customer’s page once it’s saved.

Related

• Create your first item
• Create your first sales invoice
• Sales module