The Add/Edit Customer window is where you fill in the details for customers. To access the Add/Edit Customer window, click Add New Customer from the Customers List or click edit on one of the existing customers. Users with viewer-only privileges will be unable to edit customer details.

Customer Name

Enter the business name of the customer.

Contact Person

Enter the full name of the person you deal with.

Contact First Name

This is the first name of the person you deal with or the way you address them.


Enter the customer billing address. If the customer has a different shipping address you can enter that on the Other tab.


These are the phone numbers you can use to reach the customer.


This is the fax number you can use to fax invoices to the customer.


This email address is the one used for sending invoices by email if email is the preferred method.

Additional Info

Enter an additional information, such as ABN.

This customer is active

Check this box to show that this customer is currently active.