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

To create a new customer:

Go to Sales and select Customers on the left sidebar.
Click + New in the top right corner.
In the New Customer page, enter the required details under each section.

Basic Information

Field	Description
Customer Type	Select Business or Individual.
Primary Contact	Enter the primary contact’s salutation, first name, and last name.
Company Name	Enter the business name, if applicable.
Display Name	Enter the name that should appear in transactions.
Email Address	Enter the customer’s email address.
Phone	Enter the work phone and mobile number.
Customer Language	Select the preferred language for communication.

Note: Email Address is mandatory if you enable portal access for the customer.

Other Details

In the Other Details tab, enter the following:

Field	Description
NRS Tax ID	Enter the NRS tax identifier, if available.
Tax Registration Number	Enter your 10-12 digit Tax Registration Number issued by NRS for tax reporting and compliance.
Tax Preference	Select whether the customer is Taxable or Tax Exempt.
Currency	Select the preferred currency for transactions.
Opening Balance	Enter the customer’s opening balance, if any.
Payment Terms	Select the payment due terms for transactions.
Price List	Select a price list for the customer, if applicable.
Enable Portal	Check this option to allow customer portal access.
Portal Language	Select the language in which the customer portal should be displayed.
Documents	Click Upload File to attach supporting documents.
Website URL	Enter the customer’s website URL.
Department	Enter the customer’s department name, if required.
Designation	Enter the contact’s designation.
X	Enter the customer’s X (Twitter) handle.
Skype Name/Number	Enter the Skype ID or number.
Facebook	Enter the Facebook profile or page link.

Note:

You can set a different currency for a customer using Multi-currency Invoicing. This feature is available only in certain Zoho Billing plans. Visit the pricing page to check if it is available for your current plan.

Address: Go to the Address tab.
- Enter the Billing Address and Shipping Address.
- Click Copy billing address next to Shipping Address to copy billing details.
Contact Persons: Go to the Contact Persons tab.
- Add contacts associated with the customer.
- Click + Add Contact Person to add additional contacts.
Custom Fields: Go to the Custom Fields tab.
- Fill in any custom fields configured for customers.
- Learn more about configuring custom fields.
Reporting Tags: Go to the Reporting Tags tab.
- Add reporting tags to track transactions and generate reports.
- Learn more about creating reporting tags.
Remarks: Go to the Remarks tab.
- Add internal notes or comments.

After entering all the details, click Save.

The customer will be created. You can now create transactions for the customer.

Import Customers

To import customers:

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.

Learn more about importing data.