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4.3Creating a customer

Chapter 4 · Contacts — customers and vendors·2 min read·7 topics

  1. On Contacts → Customers click New customer (or use + Create → Customer from any page).
  2. A drawer titled New customer opens, split into sections. Fill in what you know — only Currency, Display name and Email are required.

#Name and contact

FieldNotes
TypeBusiness or Individual.
Currency *The currency this customer is invoiced in. Multi-currency needs the Essentials plan; otherwise this is your base currency.
Salutation, First name, Last nameThe contact person.
Company nameThe customer's company.
Display name *The name printed on invoices, statements and lists — make it recognisable.
Email *Where documents are sent by default.
Work phone, Personal phone, WebsiteOptional.
ActiveOn by default. Switch it off to retire a customer without deleting their history; inactive customers cannot be picked on new documents.
Portal accessSwitch on to email this customer a link to set up their own login to the Customer Portal (Chapter 21), where they see their invoices, payments and statement. Switching it off revokes the login. Once saved, the row shows the state — Invited, Active (with the last sign-in), Link expired or Revoked — and a Resend button that issues a fresh link and disables the old one.

#Billing address and Shipping address

Attention, Address line 1, Address line 2, City, State / region, State / province code, Postcode, Country, Phone, Fax and Email. The billing address prints on invoices; the shipping address is used on deliveries and appears as Ship to on invoices when that header field is enabled.

#Contact persons

Add as many people as you like at the customer: Salutation, First name, Last name, Email, Phone, Mobile, Designation and Department. Mark one as the primary contact. Each person can be given Own portal login — their own Customer Portal sign-in in addition to the customer's.

#More addresses

Extra delivery or site addresses, each with a Label (for example Warehouse), so you can pick them on orders and deliveries.

#Custom fields

Any fields your organisation has defined for customers at Settings → Contacts → Custom Fields appear here.

#Documents

Pick a default PDF template for each customer-facing document type (invoice, estimate, receipt, credit note…). Leave blank to use the organisation default.

#Payments & tax

FieldNotes
Payment termsOverrides the organisation default (Net 15, Net 30…) when calculating invoice due dates for this customer.
Owner / account managerThe teammate responsible for the relationship.
TaxableOff for tax-exempt customers; then record the Tax exemption code and Exemption certificate no.
Tax treatment, Tax registration no. (VAT/GST)Printed on documents where required.
LanguageLanguage for documents sent to this customer.
Payment remindersWhether automated reminders (Settings → Communication → Reminders) go to this customer.
NotesInternal remarks.
  1. Click Create customer. The drawer closes and the customer appears in the list.
21.1Giving a customer portal accessOpen the customer (Contacts → Customers) and click Edit. In Name and contact switch on Portal access. Emails this customer a link to set up their own login,…The Customer Portal and payment pages1.1Creating your account and organisationIf your company is new to LedgersLab and nobody has invited you yet, you create the account yourself. That makes you the owner of the organisation — the…Getting started4.4Creating a vendorContacts → Vendors → New vendor opens the same kind of drawer. The sections are Name and contact, Billing address, Shipping address, Contact persons, More…Contacts — customers and vendors4.6Customer statementsA statement of account lists every invoice, credit and payment for a period, with running balance. Open the customer and click Statement. Pick the date…Contacts — customers and vendors