---
title: "Create a customer"
slug: "create-a-customer"
updated: 2026-08-27T13:13:36Z
published: 2026-08-27T13:13:36Z
canonical: "help.frisbii.com/create-a-customer"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.frisbii.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a customer

Let's start to create a first customer.

> [!NOTE]
> **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.

1. In the menu on the left, click on **Customers**→ **Customers**. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2025-05-15_15h58_59.png)
2. In the top right corner, click on **New**. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/2025-05-15_16h01_17.png)

1. Fill in the necessary information on the customer. The form is divided into four sections.
  1. **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.
  2. **Title**: The customer's salutation (e.g. Mr., Ms.).
  3. **First name and Last name**: The full name of the customer. Used for identification and all customer communications.
  4. **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.
  5. **Phone Number**: The customer's contact number, including country code. Useful for direct communication if needed.
  6. **Date of birth**: The customer's date of birth. Use the calendar picker. Click the ✕ icon to clear the field.
  7. **Language**: The preferred language for all automated emails and customer communications sent to this customer.
  8. **Address 1**: The customer's primary street address.
  9. **Address 2**: An optional second address line (e.g. suite, floor, or building).
  10. **City**: The city of the customer's registered address.
  11. **Country**: The customer's country, selected from a dropdown with flag indicator.
  12. **Postal code**: The ZIP or postal code for the customer's address.
  13. **Company**: The legal name of the organization, as it will appear on invoices.
  14. **VAT Number**: The customer's VAT registration number. Applicable only for business customers. Used to apply the correct tax treatment on invoices.
  15. **Billing Email Address**: If invoices should be sent to a different address than the primary email, enter it here.
  16. **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](/frisbii/docs/email-settings).
  17. **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](/frisbii/docs/accounting-exports) for configuration options.
  18. **Sales rep Id**: If you have a sales representative, you can insert their ID here for your accounting export. This information will be placed at *DATEV Field: Zusatzinformation Inhalt/Zusatzinformation Art - 8*
  19. **Order Id**: If you have an order ID, you can insert it here for your accounting export. This information will be placed at *DATEV Field: Auftragsnummer: 95*
2. 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.

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-VBK2CQK4.png)