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How to create a New Customer?
How to create a New Customer?

Learn how to add a new customer in ProfitBooks

Harshal Katre avatar
Written by Harshal Katre
Updated over a week ago

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

Add new customer from Invoice

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.

New customer creation window

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

Creating New 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.

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