Add a customer

A customer keeps their name, address, GST details and payment terms in one place. When you pick them on an invoice, those details fill in for you.

Add one customer

1. Open Customers and choose + New.
2. Choose Business or Individual for the customer type.
3. Enter the Display Name. This name appears on every document.
4. Add the Company Name, Email Address and phone numbers if you have them.
5. Open the Other Details tab. Choose a GST Treatment (required), and enter the GSTIN / UIN for registered businesses. You can also set Place of Supply, PAN and Payment Terms here.
6. Open the Address tab to add the Billing Address and Shipping Address.
7. Choose Save.

Find and change a customer

Use the search box above the list. Click a name to see their details, then edit them from there. The Other Details tab also has a Credit Limit and an Enable Portal option.

Add many at once

Open More Actions on the Customers page to import a file or export your list.

Next

Create and send an invoice for your new customer.