Add a new customer

You create a new customer through the customer form. Fill in all required fields and save — the customer is then immediately available for orders and invoicing.

Steps for adding a customer

1. Go to Customers in the left menu and click the New customer button in the top right.
2. Fill in the required fields: first name, last name and email address.
3. Optionally add a phone number, company name and VAT number.
4. Select the preferred communication language (NL/EN) from the dropdown.
5. Click Save. The system checks whether the email address is already in use.
6. After a successful save you are redirected to the new customer's detail page.

If the email address already exists, the form displays an error and no duplicate customer is created. In that case, look up the existing customer record via the search function.