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Add a customer you can invoice

A customer has to exist before a quote, an invoice or a receipt can name them. The people and businesses you invoice.

You need

• accounting.customers.read
• accounting.customers.create
• accounting.customers.update

Steps

1. Open Customers and press New customer.
2. Fill in the Name, and their Tax number if your country asks for one on a document.
3. Add an Email and a Phone so whoever chases the money later does not have to look them up.
4. Set the Currency you bill them in, if it is not the one the books are kept in.
5. Save. To change any of it afterwards, open the row and press Edit customer; to stop offering them on new documents, clear Active.

This is one shared record rather than a copy per app — the same party the rest of the suite knows. Add a customer and you can raise quotes, invoices and receipts against them.

Related

• Raise a customer invoice and issue it
• Record money a customer has paid you
• Add a supplier these books pay