Adding Customers
Learn how to add customers to your database.
Adding a Customer
Follow these steps to add a new customer.
Navigate to Customers
From your dashboard, go to Customers in the main menu, then click Add Customer.
Enter Contact Information
Fill in the customer's contact details:
Tax Information
For business customers, enter their Tax Identification Number (TIN):
Required for B2B invoicing (ZIMRA compliance)
ZIMRA Requirement
Address Details
Enter the customer's physical address:
Additional Information
Add any internal notes about the customer:
Internal notes only - not visible to customer
Customer is available for selection
Save Customer
Review the information and click Create Customer. The customer will be immediately available for selection on invoices.
ABC Trading Company has been added to your customer database.
Walk-in Customers
When you don't need to create a customer record.
For one-time retail customers or quick sales, you don't need to create a customer record. Simply leave the customer field blank when creating an invoice or receipt.
When to use walk-in
- • One-time retail purchases
- • Cash sales at point of sale
- • When customer doesn't need an invoice copy
- • Quick transactions where tracking isn't needed
Valid Receipts
Business Customers (B2B)
Special considerations for business-to-business customers.
Business customers require additional information for proper invoicing and tax compliance.
Required for B2B
- • Business name (not contact person)
- • Tax Identification Number (TIN)
- • Business address
Recommended for B2B
- • Contact person name (in notes)
- • Accounts payable email
- • Payment terms (in notes)
Multiple Contacts