Adding Your First Customer
Add a customer so you can start sending invoices and quotes.
Steps
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1
Go to Contacts
Navigate to Contacts > Customers and click Create.
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2
Enter company details
Fill in the customer's company name, VAT number (if applicable), and address.
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3
Add a contact person
Optionally add a contact person with their name and email. This person will receive invoices by email.
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4
Save the customer
Click Create to save. The customer is now available in the dropdown when creating invoices and quotes.
Tips
- Customers can have multiple contact persons (e.g. billing and technical contacts).
- You can import customers in bulk via CSV from the Import Data page.