Create a customer

Create a company or individual customer so that you can use it on sales and receivables transactions. Open Menu, and then select Sales > Customers.

Before you begin

You need permission to create customer records. If you plan to assign a parent customer, create that customer first. You can add addresses and a company contact during customer creation, but they are not required to start the wizard.

To create a customer

  1. Open Menu, and then select Sales > Customers.
  2. Select Create customer.
  3. In Customer information, select Company or Individual as the customer type.
  4. Enter the identifying information. For a company, enter Company name and, when applicable, Legal company name. For an individual, enter the person’s name.
  5. Add phone, email, website, memo, sales representative, billing and shipping addresses, attachments, and a parent customer when they apply.
  6. Select Next.
  7. For a company, optionally use Contact information (optional) to add its first contact, and then select Next. Individual customers do not have this step.
  8. In Financial information, review or enter the applicable terms, credit, tax, and account information, and then select Next.
  9. In Review, verify the customer, contact, and financial information.
  10. Select Save.

QuickStart creates the customer and opens its customer page. When a transaction form offers Create new customer, you can also create a customer without leaving that transaction.

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