Help · Customers and credit

Add customers

Steps

  1. Click Customers > Customers, then New customer.

    The New customer drawer with name, type, phone, email, tax number, customer group and payment terms
    1. Name and type
    2. Phone and email
    3. Customer group and terms
    4. Save
    Demo data

  2. Type the Name. Choose the Type: Business or Individual. Leave Code empty and Ziira numbers them.

  3. Add the Phone and Email. Write the phone number as you would dial it locally. Ziira adds your country code.

  4. Add the Tax / registration number, a Customer group (for example wholesale) and Payment terms if they apply. Click Save.

    A customer's page with Receive payment, Edit and More buttons and the Details, Credit, Follow-ups and Account tabs
    1. Receive payment
    2. Tabs
    3. Add contact
    Demo data

    You should see: The customer's page opens, with the tabs Details, Credit, Follow-ups and Account.

  5. Under Contacts, click Add contact to record the buyer or accountant you deal with.

If something goes wrong

The phone number is wrong

Check the country code under Settings > General. Or start the number with + to give the full number.

A customer asked not to be messaged

Open them, click More and choose Do not contact. Ziira then sends them nothing.

I have two records for one customer

Keep the one with invoices and edit it. Search the list before adding someone new.

Still stuck? See Fix common problems.

Next steps