# 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**.

<div align="left"><img src="https://21986953.fs1.hubspotusercontent-na1.net/hubfs/21986953/Knowledgebase/Add%20Customer/Add%20Customers%201.gif" alt="" height="326" width="688"></div>

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:**

<figure><img src="https://21986953.fs1.hubspotusercontent-na1.net/hubfs/21986953/Add%20Customers%202.gif" alt=""><figcaption></figcaption></figure>

* Company
* Email
* Display Name
* Address
* Billing Terms
  * City
  * State
  * Zip
  * Terms

4. **Insert more optional fields:**

* First Name, Last Name
* Phone
* Shipping Address, City, State, Zip

5. **Select a file to import**

* Only .csv file type is accepted.
* Download a sample file for reference.

6. Upload the completed file.
7. Select **Next**. Then, check whether the information matches.

{% hint style="info" %}
**Info:** Optional fields can be left blank when mapping.
{% endhint %}

8. &#x20;Select **Import** to complete the process.

<figure><img src="https://3032239975-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHuh4pxtCEbEphKDRHEbY%2Fuploads%2FajgXbyhejnXm8wR7WLPo%2Fimage.png?alt=media&#x26;token=cdbabe62-2ad6-45f8-8d1d-7eecab18d9cf" alt=""><figcaption></figcaption></figure>

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&#x20;

Keep exploring our platform by taking the next step:

* [Add Products](https://docs.crewcost.com/documentation/daily-workflows/accounts-receivable/add-products): Learn how to create and manage the list of services and products the company offers.
* [Create an Invoice](https://docs.crewcost.com/documentation/daily-workflows/accounts-receivable/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.