Customers

Customers are the people and businesses you sell to. Every sales quotation, order, invoice, and receipt is addressed to a customer.

Where to find it

Go to Workspace → Business Entities. Customers and vendors share this page. To see only customers, set the type filter to Customer.

The list shows each customer’s Name, Type, and default Currency. It’s sorted A to Z, 20 at a time. Click Load more to see the rest.

Add a customer

1. Click + New.
2. Set Type to Customer. You can’t change the type after you save. If a business is also your supplier, add it as a vendor too.
3. Enter the Name. This is the only required field. Names can be up to 255 characters.
4. Optionally choose:
   • Default Currency: new documents for this customer start in this currency.
   • Price list: the price list used to fill in prices on this customer’s documents. Leave it as Default to use your organisation’s default list.
5. Click Create.

To change a customer, click Edit from the row’s … menu or on the customer’s page.

The customer page

Click a customer to open their page. It has these tabs:

• Details: their type, default currency, and price list, with an Edit button.

• Settings: change how documents look for this customer only. Each section has an Override organisation … switch. While it’s off, the customer uses your organisation’s document settings.

  • Document Header: logo, address, letterhead text, and layout.
  • Document Date Defaults: a different payment period, from 0 to 365 days.
  • Reference Numbering: a separate numbering sequence and prefix for this customer’s quotations, orders, invoices, and receipts.

  Turning an override switch on or off takes effect straight away. Other changes need Save changes.

• Banks: the customer’s bank accounts or crypto wallets. Bank accounts need a bank name, account name, account number, and currency. Wallets need a label, network, asset, and address. Only the last 4 digits of each number are shown in the list.

• Audit Trail: who created or changed this customer.

Delete a customer

Tick one or more customers in the list, click the red trash icon, and confirm.

Caution

Deleting is permanent. You can’t delete a customer who already has documents, expenses, entries in your books, or RFQs. You’ll see an error if you try.

If you select several customers and even one of them can’t be deleted, none are deleted. Remove that customer from your selection and try again.

Permissions

Permissions are given through access levels. Owners and Admins have all of them.

Permission	Lets you
List Entities	See customers and vendors
Manage Entities	Add, edit, and delete customers and vendors
Manage Price Lists	Change a customer’s price list
Manage Bank Details	See and edit the Banks tab
Manage Sales Invoices Settings (or the Settings permission for any other sales or purchase document)	Change the Settings tab’s document header and due date
The Settings permission for a document type, e.g. Manage Sales Invoices Settings	Change the numbering for that document type on the Settings tab