Add a customer

A customer is a company (or a private person, marked as a consumer) with billing and shipping addresses and contacts. There are two ways to create one.

From the Customers list

1. Open Customers and press New customer.
2. Fill in Company (name, type — customer, partner, supplier, prospect, reseller, vendor, manufacturer, other — status, industry), Contact details (e-mail, phone, website), Tax & billing (tax number, VAT ID, default currency, default tax type, default payment terms, default discount %) and Notes. Tick Consumer for a private person.
3. Press Save. Bizinly opens the customer's edit page.
4. Under Addresses, add a Billing address and, if different, a Shipping address. With address autocomplete configured, start typing and pick a suggestion — city, postcode and country fill in automatically.
5. Under People, add contacts (name, e-mail, phone, role) and tick Primary for the main one — the primary contact is the one shown on documents.
6. Upload a logo; it appears in lists, drawers and the customer's own page.

The defaults you set here — currency, tax type, payment terms, discount — pre-fill every new document you create for this customer.

Quick-add from a document form

You do not have to leave a quote, order or invoice form to create a customer.

1. Click the Customer field and start typing. Existing customers appear as you type.
2. No match? Click Create "…" as a new customer. A quick-add dialog opens with the name filled in.
3. Fill in type, tax number, VAT ID, e-mail, phone and address, then Save. If a customer with the same name already exists, the dialog warns you and offers to use the existing one instead of creating a duplicate.
4. The new customer (with its billing address) is selected on the form at once, and its defaults are applied to the document. Add more addresses, contacts or a logo later from Customers.

Related: Customer records, Add a product, Create a quote.