Adding Customers
Create customer records to track purchases, manage accounts, and provide better service.
Creating a New Customer
Go to Customers
Click Add Customer
Fill in the customer details
Click Save
Required Information
At minimum, you need:
First Name and Last Name
OR Company Name (for business customers)
Customer Details
Basic Information
Field | Description |
|---|---|
First Name | Customer's first name |
Last Name | Customer's surname |
Company | Business name (optional) |
Email address for receipts and statements | |
Phone | Primary phone number |
Mobile | Mobile phone number |
Address
Street address
Suburb/City
State
Postcode
Account Settings
Setting | Description |
|---|---|
Credit Limit | Maximum account balance allowed |
Payment Terms | Days until payment is due (e.g., 30 days) |
Preferred Contact Method | Email, phone, SMS or mail |
Account Status | Active or In-Active customer |
Tax Settings
Setting | Description |
|---|---|
ABN | Australian Business Number |
GST Exempt | Tick if customer is GST exempt |
Tips
The more information you add, the better:
Email enables sending receipts and statements
Phone lets you contact them about repairs
Address is needed for deliveries
For business customers, enter the company name and ABN. This ensures proper invoicing and GST handling.
Importing Customers
Need to add many customers at once? Contact your administrator about bulk import from a spreadsheet.