To add a new customer, follow the below mentioned steps
Go to Customers >> Add a new customer i.e (+New Customer)
Kindly add required information of the customer.
- Fill in the customer name(mandatory field)
- Phone and email(if required)
- If you desire to add company details of the customer >> Add GSTIN >> click on fetch details to fetch the company name and billing address (you can also enter the billing and shipping details manually if desired)
To add Billing address, click on +Billing Address >> Add required fields >> Add pincode to automatically fetch City and State.
Shipping address can be added manually or copied from billing address.
Please note that multiple shipping addresses can be added for one customer.
Please fill in the optional details if required
Check for more details and add if required, refer to the below mentioned definitions to understand what they mean.
DISCOUNT(%): If you want to set a default discount percentage to your customer.
CREDIT LIMIT: You can set a credit limit for your customer and warning will be shown when customer will be exceeding the credit limit while creating invoice.
PRICE LIST: A specific price list can be selected and it will be automatically applied to the customer while creating the invoice.
TAGS: Tags are descriptive keywords which can be used to categorize/highlight your customers. Please note that these are just used for reference purposes and not shown anywhere in the invoice.
CC EMAIL: The email added here, will be added as CC in all the emails sent to this customer.
After filling in all the necessary details >> Click on Save
