Add Customer

The Add a Customer modal creates a new customer record and an initial site.

Key fields

• Customer Name (required)
• Initial Site Name (required)
• Active (checkbox)
• Note
• Quote Notes
• Invoice Notes
• Website
• Credit Limit
• Customer Type
• Bill Terms

Actions

• Save Customer - creates the customer and the initial site
• Close (X) - cancels without saving

Best practices

• Use Initial Site Name like "Main Office" when there is a primary location.
• Use Quote Notes for pricing rules, preferred vendors, or quoting preferences.
• Use Invoice Notes for billing preferences, tax notes, or payment instructions.