Create Customers

Whether adding a single client or importing a large list of customers, these steps will help you set everything up quickly. Additionally, you can create a customer ad hoc or within the context of any relevant menu, such as vendors, jobs, or accounts. This flexibility applies across the platform, enabling you to manage related information easily.

Create a new customer

To add a new customer:

1. Go to the Accounts Receivable section in the left menu.

2. Click on New Customer.

3. Enter customer information:

• First Name

• Last Name

• Company

• Email

• Display Name

• Phone

• Address

• City

• State

• Zip Code

• Billing Terms

  • Immediate Payment is due upon receipt of the invoice.

  • Net 15 Payment is due 15 days after the invoice date

  • Net 30 Payment is due 30 days after the invoice date.

  • Net 60 Payment is due 60 days after the invoice date.

4. (Optional) In Shipping, check Same as Billing Address. 5. (Optional) You can add new locations in New Location.

• Address

• City

• State

• Zip Code

6. Select Create Customer.

Import customer data

To import customer data:

1. Click on Import. 2. Download the template file. 3. Fill in the template with customer details. Required fields:

• Company

• Email

• Display Name

• Address

• Billing Terms

  • City

  • State

  • Zip

  • Terms

1. Insert more optional fields:

• First Name, Last Name

• Phone

• Shipping Address, City, State, Zip

1. Select a file to import

• Only .csv file type is accepted.

• Download a sample file for reference.

1. Upload the completed file.

2. Select Next. Then, check whether the information matches.

Info: Optional fields can be left blank when mapping.

1. Select Import to complete the process.

With your customers added and organized, you’re ready to move forward and streamline the rest of your billing and receivables processes across the platform.

See also

To understand more about daily workflows, you can read:

• Add Products: Learn how to create and manage the list of services and products the company offers.

• Create an Invoice: How to generate customer invoices, assign them to jobs, and send them for payment. Covers progress billing, fixed-fee billing, and retainage when applicable.