How to Add a New Customer

Customer records store all contact and tax information that auto-fills on every invoice, saving you time and reducing errors.

Steps to Add a Customer

1. In the sidebar, click Contacts → Customers (or Add Customer directly).
2. Click the Add Customer button at the top-right of the list.
3. Fill in the required fields:

Required Fields

• Name / Business Name: Enter the customer's full name or company name.
• Contact Type: Choose Individual or Business.

Contact Information Tab

• Mobile / Phone: At least one contact number.
• Email: Used for sending invoice PDFs by email.
• Address / City: Billing address printed on invoices.

Tax Information Tab

• NTN: National Tax Number — required for B2B sales tax invoices to be FBR-compliant.
• STRN: Sales Tax Registration Number — enter if the customer is also a registered sales-tax person.
• CNIC: Required for individual customers in some FBR reporting contexts.

Payment Information Tab

• Credit Limit: Maximum outstanding balance you will allow for this customer. Useful for controlling credit risk.
• Pay Term: Default payment terms (e.g., 30 days net).
• Opening Balance: If this customer already owes you money from before you started using the system, enter the amount here.

4. Click Save Customer.