Add Customers

This tutorial walks you through searching, filtering, adding customer details, and importing customer lists using the Import Tool.

In this video, you will learn:

• How to access the Customers section
• Search & filter customers (by date, ID, type, country, etc.)
• Add new customers manually (individual or company)
• Fill customer contact, address, tax & payment details
• Enable invoice settings & notes
• Import customers in bulk using Excel templates
• Upload, review, and import customer data

Whether you manage B2B, B2C, or export customers this guide helps you build your customer database faster and stay organized.