Creating a customer in ProfitBooks is very easy.
There are 2 ways you can add a customer. You can either do a quick customer creation from an invoice or you can also add new customer from Income > Customer window.
1. Add customer from Invoice Creation screen
When you select a customer while creating a new invoice, the system will show the list of all customers in the dropdown. Here you will get an option Add New which will allow quick customer creation.
In this customer creation pop up, you can add name of the customer, Tax registration number, (GST Details for India customers), opening balance, email ID, contact number and the address.
If you want to add more additional data for the customer, especially a currency different than your home currency (This will be helpful for raising an export invoice), you need to follow the following step 2.
2. Add customer from Income > Customer
This window will allow you to add few more additional data fields. The data fields such as currency of customer is essential when one wants to raise an export invoice.
You can also set the credit limits for each of your customer. As of now the credit limit is a data field. We are planning to add new reports and alerts around this data point.
If you have long list of customers, you can use Bulk Customer Import feature to import it.