Add a customer

Last updated: June 20, 2026

Learn the concept
This is the step-by-step. For what it is and how it fits the bigger picture, read Customer in the reference.

What this does

Adding a customer creates the master record you then use across Sales and Finance: quotations, orders, invoices and statements all point back to it.

Open Company

Go to Menu > Customer > Company and click Create.

CompanyCompanyDetailsPaymentDocumentsNameAcme Trading Sdn BhdReg. number202301234567CategoryWholesale▾StatusActive▾Persons in chargeSiti Nor · Finance · 012-3456789Receivable (Ledger)Trade Debtors▾
A customer company record simplified mockup

The tabs

  • Company. The core details (below).
  • Details. Any custom fields your organisation has added.
  • Payment. Payment terms and related settings.
  • Documents. Attached files for this customer.

Fill in the Company tab

  1. Enter the Name. Leave Code blank to have it numbered automatically.
  2. Add the registration details: Reg. number, Reg. name and Reg. address, plus Website and a Logo if you have them.
  3. Set the Category and Currency, and link the Receivable ledger so sales post to the right account.
  4. Add the people you deal with under Persons (in charge), with their role and contact details.
  5. Set Status to Active and Confirm.
Good to know. The Receivable ledger and Currency appear when accounting is switched on, and decide how this customer flows into your books.

Related

  • Set up a price list
  • Create a quotation