Customers and contacts
Create customer records, contacts, addresses, terms, and balances.
Go to CRM → Customers and choose Add. Enter the customer name, contact details, billing and shipping information, tax details, currency, credit terms, and price list. Save the record before creating a quotation or invoice.
The customer profile brings together quotations, invoices, receipts, credit notes, activities, documents, and the outstanding balance. Search by customer name or public customer number; database IDs are not used as customer references.