Create a customer contact

  • Create records for customers to save time when creating transactions.
  • Save details about the people or businesses that you regularly do business with.
  • Keep track of who owes you money and to whom you owe money.

Customer records can be created 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 you start entering transactions such as sales invoices, we use the information set on the customer record to determine the following

  • The default is 4900 Other Income.

  • Due date - this is set to 30 days by default.

  • VAT rate - this is determined from the customers location and whether they are VAT registered.

  • Price - set the type of price used for common products and services such as 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

  • Delivery address - set this when the delivery address is different to the invoice address.

  • Bank details - Store your customer's bank account details.

  • Analysis group -

  • 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 read Edit and manage customers

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

If your customer details are in your mobile phone contacts, consider importing them using our mobile app.

  1. Download the mobile app:

  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 mbile or web app to enter additional details.

Create new customers

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

  1. From Contacts, choose Customers, then New Customer.

  2. Enter the business name for 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. All other details can be entered later.

    You always need an address before you can save an invoice for a customer.

Use the following sections to choose which defaults to change and choose additional information to store about the customer or whe

 

 

 

 

 

 

Main address details

If you're sending invoices to your customers, you must enter an address. This is the address that appears on sales documents such as sales invoices. quotes and estimates.

If you want to email your sales documents, make sure you add an email address as well.

Add the main address from the Account details tab.

If your customer is outside the UK or Ireland, make sure your change the region just above the address and then choose the correct Country.

Tip

If you don't have an address for a customer , just use No address on the first line.

Delivery address

If the business has a different delivery address, add this on the Delivery Address tab. Clear the Same as invoice address checkbox first.

You can add more delivery addresses once you save the customer record. When you create an invoice, just choose which delivery address to use.

VAT details

If your customer is VAT registered, enter their VAT registration number to make sure the correct VAT rate is used 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 cannot save the VAT number unless it has the correct format.

VAT reverse charge

Select VAT Reverse Charge when:

Set a default

Ledger accounts are used to categorise or group your transactions to make sure they are reported correctly on financial reports, such as the Profit and Loss or Balance sheet.

Selecting the right is key to making sure you know where your money coming from and what you are selling.

On sales invoices, you must select a on each line to indicate what you have sold. You can use our default Ledger accounts or set up your own.

To make sure the right is selected automatically, you can set a default on you customer records. This is really useful if usually sell the same type of goods to a single customer. For example, if you usually sell

From the Account Details tab

  • Choose the to use by default for this customer from the Account Default drop-down.

Tip

If you usually use the same for all your sales, set this in the Record and Transaction settings. See Record and Transactions settings

Enter payment details

If you've agreed credit terms with your customer, you can record them here. You can also set the credit limit.

The credit terms sets the number of days an invoice is outstanding before it need to be paid. Once set up, the due date on the invoice is worked out based on the credit terms set here.

We've set the credit terms to 30 days as this is usual for most businesses.

If your credit terms are different, set them in the Record and transaction settings so they applied to all new customer records, or if this customer has unusual credit terms, enter them here.

Store bank details

If you have bank details for any of you customers you can store them on the Payment Details tab. They are not used anywhere and are just for your information.

Set a default price

If you use product and services, and use different prices, such as a retail and a wholesale price, set the price used by this customer.

For example, if the customer is a wholesaler, you're likely to always want to charge them the wholesale price. When you add a product or service to the invoice, the wholesale price will be entered automatically.

From the Defaults tab

  • Select the price type for this customer.

Read more about product and service prices

Set up foreign currency customers

For customers based overseas, you'll need to

  1. From the Account Details tab, select the Region and then the Country when entering their address.

  2. From the Account Details tab, enter a VAT number if they are registered for tax . This will make sure that the correct VAT rate is used on invoices.

  3. From the Defaults tab, choose the currency .

Read more about foreign currency sales

Add analysis groups

You can use analysis groups to group you customers together for reporting purposes. For example, you may want to divide your customers by the region in which they are based so you can compare sales across regions, or you may want to see total based by sales manager to calculate commission.

Read more about analysis groups

Once you've set them up, just choose the group that this customer belongs to from the Analysis tab.

Set a customer as CIS contractor

If you're in the construction industry, you'll need to set up new or existing customers as contractors so CIS can be deducted from sales invoices.

  1. From the Account Details tab

    1. Choose VAT Reverse Charge for VAT registered customers as this allows reverse charge VAT to be applied to appropriate invoices.
    2. Set the Account Default to a CIS Labour ledger account. CI is only deducted from invoice lines when thsi is selected. Setting this as the default helps prevent errors and ensure CIS deduction are made on invoices,. CIS ledger accounts are only visible to CIS registered contacts.

  2. From the CIS tab, select the CIS Registered checkbox. This indicates that the contact is using the CIS scheme and the appropriate ledger accounts can be selected.

Tip

Make sure you have turned on the CIS features in the settings first.

Read more about CIS

Notes

This is just a space for you to add any other relevant notes about your customer. They notes are not printed on any documents such as sales invoices.

About VAT contacts

If you indicated that your business is VAT registered on sign up, there will already be two contacts on the list. You'll use the HMRC Reclaimed customer contact when you reclaim VAT and the HMRC Payments supplier contact when you make VAT payments. You can change the reference for these contacts but you cannot rename or delete them.