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

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

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

# Introduction - Customers

Customers are the people you sell to. In Zoho Billing, you can create sales transactions such as invoices and subscriptions for your customers.

## Create a Customer

To create a customer:

*   Go to **Customers** on the left sidebar.
    
*   Click + New in the top right corner.
    
*   In the _New Customer_ page, complete the following fields:
    
    *   **Basic Information**:
        
        *   **Type**: Select Business or Individual (only for Customers).
            
        *   **Primary Contact**: Enter the name of the main contact.
            
        *   **Company Name**: Enter the business name, if applicable.
            
        *   **Display Name**: Enter the name to appear in transactions.
            
        *   **Email Address**: Enter the email address.
            
            **Note:** Email Address is mandatory if you’ve enabled portal access for customers.
            
        *   **Phone**: Enter the phone number.
            
    *   **Other Details**:
        
        *   **GST Registration**: If the customer’s business is registered for GST, check the option and enter the GST number.
        *   **Withholding Tax**: Check this option if tax laws require your customers to withhold tax on payments to you. This ensures tax is deducted at the source and reported to tax authorities.
        *   **UEN**: Enter the 10-digit **Unique Entity Number**, if available. This is the official business identification number issued by the government.
        *   **Currency**: Select the preferred currency for transactions.
        *   **Payment Terms**: Select when payments are due.
        *   **Price List**: Select a price list, if applicable.
        *   **Enable Portal**: Check the box to allow portal access.
        *   **Portal Language**: Select the portal language.
        *   **Documents**: Click Upload File to upload any required documents.
    *   **Additional Information**:
        
        *   Click **Add more details** to enter Website URL, Department, Designation, Twitter ID, Skype Name/Number, and Facebook ID.
    *   **Address**:
        
        *   Enter the **Billing Address** and **Shipping Address**.
            
        *   Click **Copy billing address** next to _Shipping Address_ to copy the billing address into the Shipping Address fields.
            
            **Note:** If GST is enabled, enter the country either in the Billing Address or Shipping Address.
            
    *   **Contact Persons**:
        
        *   Add contact persons if required.
        *   Click **\+ Add Contact Person** to add more contact persons.
    *   **Custom Fields**:
        
        *   Fill in any custom fields configured for customers.
    *   **Reporting Tags**:
        
        *   Add tags to track transactions and generate reports.
    *   **Remarks**:
        
        *   Add any internal notes or comments.
*   Click **Save**.
    

The customer will now be created for whom you can start creating transactions.

## Import Customers

**Scenario:** Zylker Inc is migrating from another accounting system and wants to import all the existing customers in bulk. Using the **Import Customers** option, Zylker can import all the customers into Zoho Billing effortlessly instead of having to add them manually.

If you’re migrating from another billing management system or already have a list of customers saved locally, you can import them into Zoho Billing instead of adding them manually. Here’s how:

*   Log in to your Zoho Billing organisation.
    
*   Go to Customers from the left sidebar.
    
*   Click the _More_ icon in the top right corner and select Import Customers.
    
*   In the popup, select:
    
    *   **Customers** to import only basic details.
    *   **Customer’s Contact Persons** to import both main details and contact person.
*   Click **Continue**.
    
*   In the _Import_ page, click **Choose File** and select the file you want to import.
    
    **Note:**
    
    *   **Supported file formats**: CSV, TSV, XLS
    *   **File size limit**: 25 MB
    
    **Pro Tip:** Download and refer to the sample file for the correct format. You can also fill in your data directly in the sample file to save time.
    
*   After you upload the file, under the Configure tab:
    
    *   **Duplicate Handling**:
        *   **Skip Duplicates**: Keep existing records, skip duplicates.
        *   **Overwrite Customers**: Replace existing records with imported data.
        *   **Add Duplicates as New Customers**: Add duplicates as new entries.
    *   **Character Encoding**: Defaults to UTF-8 (Unicode). Choose another if your file uses a different encoding.
    *   **File Delimiter**: Defaults to Comma(,). Change if your file uses another delimiter.
*   Click **Next >**.
    
*   Under the _Map Fields_ tab, complete the following fields:
    
*   **Default Decimal Format**: The default is **1234567.89**. Click **Edit** if you need a different format.
    
*   Map your file columns to Zoho Billing fields.
    
*   Check **Save** these selections for use during future imports if you want to reuse the same mapping next time.
    
*   Click **Next >**.
    
*   Under the _Preview_ tab, review the fields you’ve mapped.
    
*   Click **Import**.
    

The customers will now be imported into Zoho Billing.