:::info Vertaalopmerking Dit document is momenteel in het Engels. De Nederlandse vertaling volgt binnenkort. :::

➕ Create a Customer

Add customers to your database so you can quickly select them when creating invoices, estimates, and delivery challans.

Steps to Create a Customer

Step 1: Open the Customer form

1. Go to Customers from the main menu
2. Click + Create New Customer (top right of the page)

The form opens with a blue Add Customer header.

Step 2: Fill in the form

See the full field reference below.

Step 3: Save

Click Save Customer. The customer is added to your database immediately.

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📝 Form Fields

Customer Name (required)

The full name of the customer — individual's name or company name.

• Shown on all invoices and documents
• Example: XYZ Retail Solutions, ABC Technologies Pvt Ltd

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Customer Type

Select the type of customer from the dropdown:

Type	Description
Individual	Personal customer — no GSTIN required
Business	Company customer — add Tax ID for GST compliance

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Phone (required)

Phone number with a country code selector.

• Select the country flag/code (default: +91 India)
• Enter the 10-digit number
• Format: XXXXX XXXXX

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Address Fields

The address fields appear in a single row:

Field	Required	Description
Pin Code	Optional	Postal/ZIP code
State	Optional	State dropdown — determines CGST/SGST vs IGST calculation
Country	Optional	Country dropdown (default: India)
Address	Optional	Street address / full address

:::warning GST Calculation The State selection determines whether invoices apply CGST + SGST (same state as your business) or IGST (different state). Set it correctly for accurate GST on invoices. :::

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Email & Tax

These two fields appear side by side:

Field	Required	Description	Validation
Email	Optional	Customer's email address	Valid email format
Tax	Optional	GSTIN or Tax Identification Number	Alphanumeric, up to 30 characters

:::tip GSTIN For business customers, entering the GSTIN (e.g., 29AABCA1234A1Z5) ensures GST compliance on invoices. :::

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🔘 Action Buttons

Button	Action
Save Customer	Saves the new customer and returns to the Customers list
Cancel	Discards all changes and returns to the Customers list

:::info Edit mode When editing an existing customer, the save button shows Update Customer instead of Save Customer. :::

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✅ After Creating a Customer

• The customer appears in the Customers list immediately
• Available in invoice, estimate, and delivery challan creation forms
• Go to Receivables to track their outstanding invoices

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💡 Quick Add from Invoice Form

You can also create a customer directly while creating an invoice — no need to navigate to Customers first:

1. In the invoice form, click the Customer search field
2. If the customer is not found, click Add New Customer
3. Fill in the mini-form inline
4. The customer is created and selected automatically

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⚠️ Validation Errors

Error	Cause	Fix
Customer Name is required	Name field is empty	Enter the customer name
Invalid email	Email format is incorrect	Check the email format (e.g., name@example.com)

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🔗 Related

• Customers Overview — view and manage all customers
• Edit / Delete Customers — update or remove customer records
• Create Invoice — use a customer on an invoice