Adding customers

Customers are the basis for quotes and invoices. In this guide, you add a customer, domestic or foreign.

1. New customer

1. In the menu, click Customers.
2. Click Add Customer.

2. Customer details

1. Enter the customer name.
2. Enter the customer's email and phone.
3. Enter the customer's address.
4. Enter the customer's business number and VAT number. If the customer doesn't have them, leave these fields empty.

3. Country and currency

The customer's currency is set from the country and used automatically on their invoices and quotes.

1. Choose the customer's country. The currency is set by country, and you can change it when creating or editing an invoice or estimate.
2. Click Save.

4. Second customer

1. Let's add a second customer. Click Add Customer.
2. Enter the customer name.
3. Enter the customer's email and phone.
4. Enter the customer's address.
5. Enter the customer's business number and VAT number.
6. Choose the customer's country. The currency is set by country, and you can change it when creating or editing an invoice or estimate.
7. Click Save.
8. Done. Both customers are on the list.

Tips

• You can also add a customer straight from the invoice or quote form.

Summary

Customers → Add customer → name and contact → address and numbers → country → Save

What's next

Next guide: Products and services.