Create a customer contact

This saves time when creating transactions. It allows you to send invoices to your customers.

Use customer contact records to:

• Save details about the people or businesses that you regularly do business with
• Send physical copies of invoices by email or post
• Keep track of who owes you money

You can create customer records with as little information as a Name.

Choose to keep our defaults or enter your own information. You can do this now or come back and edit the record at any time.

 When entering transactions such as sales invoices, accounts will use customer record information.

It will determine the following:

• Ledger Account - The default ledger account is 4900 Other Income
• Due date - credit terms are set to 30 days by default
• VAT rate - the customer's location and if they're VAT registered determine the VAT rate
• Price - set the type of price used for common products and services. For example: Sales Trade or Wholesale. The default is the Sales price
• Currency - set this if you invoice customers in their own currency. The default in your home or base currency

In addition, you can set other information such as:

• Main Address - If you're sending invoices to your customers, you must enter an address
• Delivery address - set this if the delivery address is different from the invoice address
• Bank details - Store your customer's bank account details
• Analysis group -  Group your customers together for reporting purposes
• CIS - Set this if you are in the Construction Industry Scheme
• Notes - use this for any other information you’d like to store about this customer

See the following sections for more information about each section.

Import your customer details

Import from CSV file

Consider importing customer records if you already have the details somewhere else. Just export them to a CSV file (type of Excel spreadsheet) and import all the details in one go.

You can import additional new contacts at any time.

Read more about importing customers.

Import from mobile phone

 Use our mobile app to import customer details from your mobile phone contacts.

1. Download the mobile app:
   • If you're using an iPhone, download on the App Store
   • If you're using an Android phone, get it on Google Play
2. Open the mobile app and from the menu choose Contacts. Select the plus button, then choose Import from phone.
3. Choose Customers.
4. From the list of contacts in your phone, choose the ones to import.
5. Once you've imported your contacts, edit them in the mobile or web app to enter additional details.

Create a customer

 For one-off customers, or customers you don't want to import, create new customer records from Contacts.

1. From Contacts, choose Customers. Select New Customer.
2. Enter the business name of the customer. This is the name you'll see on all lists when selecting this customer.
3. Enter the remaining details. If you don't know all the details yet, just enter the business name and save. Enter all other details later of you wish. You'll need to enter an address before you can save an invoice for a customer.

Use the following sections to choose which defaults to change. Choose additional information to store about the customer.

Main address details >

 Your customer may be VAT registered. Enter their VAT registration number. This makes sure we use the correct VAT rate when entering invoices.

Enter the VAT registration number from the Account Details tab. We check the VAT number against the Country entered in the address. You can't save the VAT number unless it has the correct format.

VAT reverse charge

Select VAT Reverse Charge when:

• You sell the type of goods to this customer that fall under the domestic reverse charge VAT rules. Read about VAT domestic reverse charge VAT for mobile phones and computer chips
• You're in the Construction Industry Scheme (CIS). Your customer is a contractor, and you sell services to them that fall under the reverse charge VAT rules. Learn more about reverse charge VAT and CIS