## Zoho Billing - Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/au/billing/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Introduction - Customers

In Zoho Billing, you can add customers that you deal with in your business.

For creating sales transaction like invoices, quotes or subscriptions, you will have to add customers in your organization.

There are two ways of adding customers in Zoho Billing:

*   [Create from Customer creation page](/au/billing/help/customers/#create)
*   [Import Customers](/au/billing/help/customers/#import)

## Create From Customer Creation Page

To create a new customer:

*   Navigate to _Customers_.
    
*   Click the **\+ New** button in top right corner of the page.
    
*   Select the **Customer Type** as **Business** for **B2B** customers, or **Individual** for **B2C** customers.
    
    ![Create Customer](/billing/images/help/images/customers/customers-overview/create-new-customers.png)
*   Enter the details of your customer.
    
*   Select the **Currency** they deal in.
    
*   You can add other details such as their **Billing Address** and **Shipping Address** by navigating through the different tabs at the bottom of the page.
    
*   After entering all the details, click **Save**.
    
    ![Create Customer](/billing/images/help/images/customers/customers-overview/create-customer-details.png)
    
    Fields
    
    Description
    
    **Customer Type**
    
    Choose **Business** for **B2B** customers or **Individual** for **B2C** customers.
    
    **Currency**
    
    Select the currency which the customer deals in. This currency will be used in all the customers’ transactions.
    
    **Payment Terms**
    
    Select the due date by which the customer has to make the payment.
    
    **Address**
    
    Add a **Shipping** and **Billing** address.
    
    **Contact Persons**
    
    Add contact persons to be associated with the customer.
    
    **Custom Fields**
    
    Assign a default value for the custom fields of the customer.
    
    **Reporting Tags**
    
    Assign a default value for the reporting tags of the customer.
    

* * *

## Import Customers

To import customers from other systems:

*   Go to **Customers**.
    
*   Click the **More** icon on the top right corner of the page.
    
*   Select **Import Customers**
    
    ![Import Customer](/billing/images/help/images/customers/customers-overview/import-customers.png)
*   Click **Choose File** and select the file to be imported. You can download a sample file for your reference.
    
    ![Choose Import File](/billing/images/help/images/customers/customers-overview/import-customers-choose-file.png)
*   Click **Next**.
    
*   Check the mapping of the fields and click **Next**.
    
    ![Map Import File](/billing/images/help/images/customers/customers-overview/import-customers-map-fields.png)
*   Click **Import**.
    
    ![Import File](/billing/images/help/images/customers/customers-overview/import-customers-import-file.png)

* * *

## Create From Customer Creation Page

To create a new customer:

*   Go to _Customers_ and click **\+ New**.
    
*   Select the **Customer Type** as **Business** for **B2B** customers, or **Individual** for **B2C** customers.
    
*   Enter the details of your customer.
    
    Fields
    
    Description
    
    **Primary Contact**
    
    Select a salutation and enter the first and last name of the customer.
    
    **Display Name**
    
    Select the name you want to display in all transactions from the dropdown.
    
    **Company Name**
    
    Enter the name of the customer’s organization.
    
    **Email Address**
    
    Enter the customer’s email address.
    
    **Phone**
    
    Enter the customer’s phone number.
    
    **Communication Channels**
    
    Mark the channel(Email, SMS) through which you want to communicate with your customers.
    
    **Currency**
    
    Select the currency the customer deals in. This will be used in all their transactions.
    
*   Enter the customer’s tax details under _Tax Information_.
    
*   Navigate to the _Other Details_ tab and enter the following details.
    
    Fields
    
    Description
    
    **Payment Terms**
    
    Select the due date by which the customer should make the payment.
    
    **Enable Portal**
    
    Select this option to allow portal access for the customer.
    
    **Portal Language**
    
    Select the language in which the customer’s portal should be displayed.
    
    **Reporting Tags**
    
    Assign a default value for the reporting tags of the customer.
    
*   Navigate to the _Address_ tab and enter the shipping and billing address of the customer.
    
*   In the _Contact Persons_ tab, add any contact persons associated with the customer.
    
*   After entering all the details, click **Save**.
    

* * *

## Import Customers

To import customers from other systems:

*   Go to _Customers_ and click the **More Actions** icon.
*   Select **Import Customers**
*   Click **Choose File** and select the file to import. You can download a sample file for reference.
*   Click **Next**.
*   Map the fields appropriately and click **Next**.
*   Click **Import**.