Customer Management

Click on Add Customer.

Click on Add Customer:

Company Details:

Country: Select the country where the customer is located.
Company Name: Enter the full name of the customer’s company.
Email: Provide the customer’s email address.
Tags: Enter relevant tags for the customer.
Document Series: Select the document series under which the customer will be recorded.
Currency: Choose the transaction currency for the customer.
Whatsapp Number: Enter the customer’s WhatsApp contact number.
Parent Accounts: Select the parent account if the customer is part of a larger account hierarchy.
Opening Balance: Enter the opening balance for the customer account.
Opening Balance Date: Select the date on which the opening balance applies.
Payment Term: Choose the payment term (e.g., Net 30, Advance).
Rating: Rate the customer based on relationship or transaction history.
Description: Provide a brief description of the customer or their business.
Is this customer also a vendor?: Toggle Yes if the customer also functions as a vendor.

Address Details:

State / Province: Enter the state or province of the customer.
City: Enter the customer’s city.
Postal Code: Enter the postal/zip code of the customer.
Address Line 1: Enter the primary address of the customer.
Address Line 2: Enter additional address details, if applicable.
Use as a billing address?: Toggle Yes if the address should also be used as the billing address.

Company Contact Details:

First Name: Enter the first name of the customer’s contact person.
Last Name: Enter the last name of the customer’s contact person.
Phone Number: Enter the contact person’s phone number.
Email: Provide the contact person’s email address (multiple emails can be entered, separated by commas).
Add Contact Details: Click this button to add more contact persons for the customer.

Action Buttons:

Last updated 2 months ago