Overview
Creating a customer is the first step before you can create quotes, sales orders, invoices, or shipments.
At a minimum, only the Customer name is required. All other fields are optional and can be added or updated later.
When to Use This
Create a customer when you need to:
Start selling to a new customer
Create quotes or sales orders
Track customer-specific pricing, addresses, or contacts
How to Create a Customer
Navigate to Sales → Customers
Click New customer
Enter the Customer name
Click Create
The customer is saved immediately and becomes available for use.
Required Field
Customer name
This is the only required field to create a customer.
If the customer name is not entered, the customer cannot be saved.
Optional Fields (Can Be Added Now or Later)
After entering the customer name, you may optionally complete any of the following fields. None of these are required to create the customer.
Customer Header
Website – Customer website URL
Status – Active or inactive
Type – Customer classification (for example, Wholesale or Retail)
Tags – Used for filtering and organization
Details Tab (Optional)
You may add additional information in the Details tab, including:
Internal notes and alert notes
Pricing and sales defaults (price list, discount, sales rep)
Financial and tax settings
Ordering rules
Shipping preferences
Notification preferences
Default document templates
Portal access (if enabled)
Custom fields (defined per account)
All of these settings can be added or updated at any time after the customer is created.
What Happens After Creation
Once the customer is created:
The customer record opens automatically
Additional tabs become available, including Addresses, Contacts, and more
The customer can immediately be used on quotes and sales orders
Best Practices
Start with just the customer name to move quickly
Add addresses and contacts only when needed
Use tags and types for organization and reporting
Update alert notes to prevent issues during order creation
What’s Next
After creating a customer, you can:
Update a Customer
Add and Manage Addresses
Add and Manage Contacts
These steps allow you to fully configure customer details over time.