Use this form to create new customers or edit existing customer information.
Customer records help you track sales, invoices, and outstanding balances for each client.
Complete the following fields to set up your customer record:
Enter the customer's name as it should appear on all transactions and reports.
This name will be displayed in dropdown lists throughout the system and on printed documents like invoices and statements.
Enter a unique customer code to identify this customer quickly in the system.
Customer codes are optional but recommended for businesses with many customers. They allow you to search by code or name in dropdown menus throughout the system.
Common examples include account numbers, abbreviations, or alphanumeric codes like 'CUST001' or 'ACME-NY'.
Set the maximum amount this customer can owe at any time. This helps control credit risk and manage cash flow.
To monitor credit usage, enable the Available Credit column in the Customers tab. This shows remaining credit before creating new sales invoices.
Leave blank for unlimited credit. The credit limit is checked when creating new sales invoices but not enforced for other transactions.
Assign a foreign currency to customers operating in a different currency from your base currency. By default, all customer accounts are in your base currency. Selecting a foreign currency will issue all transactions (quotes, orders, invoices, credit notes) in that currency.
Note: This option appears only if foreign currencies are created in the system.
Enter the customer's complete billing address as it should appear on invoices and other sales documents.
This address automatically populates when creating new Sales Invoices, Sales Orders, Sales Quotes, or Credit Notes for this customer.
Include street address, city, state/province, postal code, and country for complete documentation.
Enter the customer's shipping or delivery address if different from the billing address.
This address automatically populates when creating new Delivery Notes for this customer.
Only visible if the Delivery Notes tab is enabled. Leave blank if delivery address is the same as billing address.
Enter the customer's primary email address for sending invoices, statements, and other communications.
This email address automatically populates when using the email function within Manager to send documents to the customer.
Ensure the email address is valid and actively monitored by the customer for important business communications.
Assign this customer to a specific division for divisional reporting and profit center tracking.
Divisions help analyze profitability by business segment, location, or product line. All transactions for this customer will be allocated to the selected division.
This field only appears if divisions are enabled under Settings → Divisions.
Select a custom control account if this customer should use a different accounts receivable account than the default.
Custom control accounts are useful for segregating different types of customers, such as retail vs wholesale, or domestic vs international.
This field only appears if custom control accounts for customers have been created under Settings → Control Accounts.
Enable this option to set specific payment terms for this customer that differ from your standard terms.
When enabled, specify the number of days after the invoice date when payment is due. For example, enter 30 for net 30 payment terms.
These terms will automatically apply to all new Sales Invoices created for this customer.
Tip: If all customers have the same payment terms, configure default due dates under Form Defaults for sales invoices instead.
Enable this option to set a specific hourly billing rate for this customer.
When enabled, enter the hourly rate to charge this customer for billable time. This rate will automatically populate when recording Billable Time entries.
Useful for service businesses that charge different rates based on customer agreements, project types, or service levels.
Tip: If all customers are charged the same hourly rate, configure the default rate under Form Defaults for billable time instead.
Mark this customer as inactive to hide them from dropdown selection lists while preserving all historical transactions.
Use this for customers you no longer do business with. Inactive customers can still be viewed and their transactions remain in reports.
You can reactivate a customer at any time by unchecking this box.
Add custom fields to track additional customer information specific to your business needs.
Custom fields allow you to capture information not included in the standard customer form, such as customer type, preferred payment terms, or special requirements.
Learn more about creating and managing custom fields: Custom Fields
If a business entity is both a customer and a supplier, create separate entries in both the Customers and Suppliers tabs.
This separation ensures accurate tracking of receivables and payables, even when dealing with the same entity.
To offset balances between customer and supplier accounts for the same entity:
• Option 1: Create a Credit Note to reduce the customer balance and a Debit Note to reduce the supplier balance
• Option 2: Use a Journal Entry to transfer amounts between the Accounts Receivable and Accounts Payable control accounts