Add a customer

Last updated: August 28, 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.

The Customer Company screen, showing Code, Name, registration fields, Category, and a linked Contact Person
A customer company record, with a contact person added under Persons

The tabs

  • Company. The core details (below).
  • Payment. Payment terms and related settings.
  • Documents. Attached files for this customer.

A Details tab also appears if your organisation has added custom fields for customers.

Fill in the Company tab

  1. Enter the Name. Leave Code blank to have it numbered automatically.
  2. Add the registration details: Reg no, Reg name and Reg address, plus Website and a Logo if you have them.
  3. Set a Category if you use them, and add the people you deal with under Persons: click Modify, then Add, and pick an existing contact or type a new name to create one on the fly (with their designation and phone).
  4. Under Accounting, the Receivable field is optional: leave it blank to post this customer’s sales to your organisation’s default receivable ledger, or pick a different one to override it just for this customer.
  5. Set Active and click Update.
Good to know. Receivable only needs setting here if this customer should post to a different ledger than your organisation’s default. Customers and vendors are separate. A business you both buy from and sell to is set up in each area, because the accounts behind them differ.

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