This guide shows you how to set up your customers. If you integrate with Xero, you can import all your customers straight from Xero. If you don’t integrate with Xero, this guide also explains how to add customers without Xero.
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Download PDFStep 1.
Go to Customers under Global settings.
Step 2.
To add a a customer (not using Xero), click new customer. This will open the Create customer form, which includes three different tabs to capture Customer information.
Step 3.
To add a a customer (using Xero), click import from Xero. You will be shown an option to import all Xero customers, or a chosen subset. Make your selection and click import.
You will receive confirmation of the names imported, and any contacts that were not (due to duplicates).
Step 4.
The Customer information tab is used for general information. You can also choose to map existing Xero contacts to new customers.
Step 5.
If you want your customer to see the details of their sales, you can enable the Customer portal to create a specific link to that customer. You can email this link by checking the box. Click the Customer portal to complete this step. Click save.
Step 6.
Multiple physical addresses may be added, if your customer has multiple delivery locations. To add additional addresses click the plus.
After completing, click save.
Step 7.
The Sales tab allows you to assign default values for currency, sales tax, and pricing levels for the customer. You can also assign the customer a unique Invoice due date if it’s different from the company default.
After completing, click Save.
Step 8.
The Contact information tab is used to add additional contacts. Click new Contact and enter the required information.
Once completed, click Save.
Step 9.
To edit a customer, go to the customers page, click the edit icon next to the selected customer. Follow the steps above. Click Save.
To delete a customer, uncheck the tick icon and click the bin icon.
Step 10.
You can now view your customers by going to Customers under Global settings. You will see a list.
To search for a customer use the search bar to type key words or click the Advanced button and select the criteria.
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