Add a customer

Goal: Create a customer record so you can raise quotations, sales orders, and invoices for them.

[SCREENSHOT TODO: New Customer form in Paldo BOS]

Before you start

• You’ve completed your company setup.
• Have the customer’s name and, ideally, a contact and billing address.

Steps

1. Open the Customer list

1. In the search bar, type Customer and open the Customer list.
2. Select + Add Customer (or New).

2. Enter the customer’s details

1. Enter the Customer Name — a person’s name or a business name.
2. Set the Customer Type — for example Company or Individual.
3. Choose a Customer Group — sensible defaults such as Commercial, Individual, or Government are available, and you can add your own.
4. Choose a Territory (a region for reporting). A default may already be filled in.

3. Add contact and address (recommended)

1. Add the customer’s billing address so it appears on invoices.
2. Add a contact — name, email, and phone.

4. Save

1. Select Save.

You’re done when…

The customer appears in your Customer list and can be selected when you create a quotation, sales order, or invoice.

Related

• Add an item
• Create your first invoice
• Set up your company