Let's start to create a first customer.
Note
The fields in the customer record are optional. You have the flexibility to select which fields you wish to utilize.
Nevertheless, ensure that all essential fields are set up; otherwise, you may end up generating invoices that are not compliant.
In the menu on the left, click on Customers→ Customers.
In the top right corner, click on New.
Fill in the necessary information on the customer. The form is divided into four sections.
Handle: A unique identifier for the customer record used across the system. Enable Generate handle to have the system create one automatically, or disable the toggle to enter a custom value.
Title: The customer's salutation (e.g. Mr., Ms.).
First name and Last name: The full name of the customer. Used for identification and all customer communications.
Email Address: The customer's primary email address, used for sending invoices, notifications, and other communications. Ensure that the email is valid and correctly formatted.
Phone Number: The customer's contact number, including country code. Useful for direct communication if needed.
Date of birth: The customer's date of birth. Use the calendar picker. Click the ✕ icon to clear the field.
Language: The preferred language for all automated emails and customer communications sent to this customer.
Address 1: The customer's primary street address.
Address 2: An optional second address line (e.g. suite, floor, or building).
City: The city of the customer's registered address.
Country: The customer's country, selected from a dropdown with flag indicator.
Postal code: The ZIP or postal code for the customer's address.
Company: The legal name of the organization, as it will appear on invoices.
VAT Number: The customer's VAT registration number. Applicable only for business customers. Used to apply the correct tax treatment on invoices.
Billing Email Address: If invoices should be sent to a different address than the primary email, enter it here.
Dunning Email Address: In B2B scenarios, companies often have a dedicated team that handles payment issues and prefer to receive notifications at a distinct email address. This field enables you to add an extra email address for sending dunning notification emails.
Debtor ID: A Debtor ID is necessary if you wish to create accounting exports. Enable Generate Debtor ID to have the system assign one automatically, or disable the toggle to enter a custom value. See automatic debtor ID generation for configuration options.
Once all the required fields are filled out, you can proceed to click the Create button to finalize the customer creation process. This will save the customer's information in the system, allowing you to manage their subscriptions and payments effectively.
