How to create a Customer Account

• To add information to customer information, first you have to go to the “Add Customer” option given on the top left side of the customer window. 

• Click the Add customer button, and a new window will appear in front of your screen. Here you have to fill all expandable sections. 

Click on Add Customer. 

In this section, you will enter the customer’s company information. 

• First you have the basic information section; click on the drop-down button located at the left side of the bar. 

• Enter the customer’s company name. e.g., XYZZ trading. 

• Click and select the legal status of the customer’s company. e.g., LLC, sole enterprises, partnerships, etc. 

• Click and select the nature of the company. e.g., general trading. 

• Enter the company contact number. e.g. +971 4 800 0002 

• Enter the email address of the company. e.g., xyyztrading@gmail.com 

• Enter the website of the company. e.g., www.xyztrading.com 

Contact Person Details 

In this section, you will enter customer information. That individual information—who is responsible for communication. 

• You will have a Contact Person section; click on the drop-down and fill in the details. 

• Enter the first name of the customer. e.g., XY 

• Enter the last name of the customer, e.g., YZ. 

• Enter the designation of the customer, e.g., managing director, CEO, CCO, etc. 

• Enter the email of the customer, e.g., A@gmail.com. 

• Enter the contact number of the customer, e.g., +97100000000.

• Enter the other person’s contact number too. e.g., +9710000000

Bank Details 

In this section you will add the bank details of the customer’s company.

• You will have the Bank details option given in this section; click on the drop-down and fill in the details. 

• Enter the client account title name, e.g., the company’s name, e.g., XYZ Trading LLC. 

• Sort code/branch code given by the client, e.g., 012345. 

• Enter account number, e.g., +97100000000.

• Enter the IBAN number, e.g., AE00000000000. 

Invoice Details 

In this section, you will add the invoice of the customer’s company. 

• In this, you have the Invoice details section; click on the drop-down and fill in the details. 

• Enter the VAT number given in the invoice, e.g., 02000000000000. 

• Click and select the VAT rate applied on the invoice, e.g., zero (0%), exempt (0%), standard (5%), no VAT, or export (0%). 

• “Enter Credit Limit” means how much the user is allowed to pay from the bank account, e.g., AED1100000000. 

• “Enter Number of Credit Days” means the time allowed to pay the invoice, which means it becomes overdue. e.g., 90 days (3 months) 

• Enter Credit Limited Currency, which means the currency in which you are paying. e.g., AED, USD, etc. 

Addresses 

You will have an Address section; this section is mandatory to submit this form. Click on the drop-down and fill in the detail. In this section you will add addresses of the customer’s company. 

Here you have three type of addresses

• Default address 

• Delivery Address (Place of Supply) 

• Billing Address 

1. Default address 

This is the primary or registered address of the customer. 

• Enter the building/house number or name, e.g., XYZZ Trading LLC. 

• Enter the correct postal/zip code in it, e.g., 12345. 

• Enter the Address Line 1 & 2, e.g., add floor name, street name, block, building name, area, etc., e.g., floor number 0, XX building, West Dubai. 

• Enter the city name, e.g., Dubai. 

• Select or type the state or province. e.g., Dubai 

• Choose the country from the dropdown list. e.g., UAE 

2. Delivery Address (Place of Supply) 

This is where goods or services will be delivered. 

Same as the Default Address section. 

Checkbox: “Same as Default Address”—Tick this if the delivery address is the same as the default one; it will auto-fill the details. If not, then enter it like this as given below. 

• Enter Building/House Number or Name, e.g., XYZ Trading LLC. 

• Enter the correct postal/zip code in it, e.g., 122345. 

• Enter the Address Line 1 & 2, e.g., add floor name, street name, block, building name, area, etc., e.g., floor number 0, XX building, West Dubai. 

• Enter the city name, e.g., Dubai. 

• Select or type the state or province. e.g., Dubai 

• Choose the country from the dropdown list, e.g., UAE. 

3. Billing Address 

This is the address where the invoice or billing documents are sent. 

Same as above. 

• Checkbox: “Same as Delivery Address”  

Tick this if the billing address is identical to the delivery address; it will auto-populate automatically. 

• Checkbox: “Same as Default Address” 

Use this if billing is identical to the default address. 

If not identical, then enter it like this as given below. 

• Enter the building/house number or name, e.g., XYZZ Trading LLC. 

• Enter the correct postal/zip code in it, e.g., 122345. 

• Enter the Address Line 1 & 2, e.g., add floor name, street name, block, building name, area, etc., e.g., floor number 0, XX building, West Dubai. 

• Enter the city name, e.g., Dubai. 

• Select or type the state or province. e.g., Dubai 

• Choose the country from the dropdown list. e.g., UAE 

• Once you’ve filled in all the details, then click on the submit button. 

• You will land on the front screen of the Customer window. 

• Here you can see the new customer name will be displayed on the front window of customers along with the option to “add invoice or quotation/proforma invoice.”

• In this way, a customer account could be created easily.