Help articles

Go to the 'Customers' menu and click 'Add'. This opens the customer details, where you can enter your customer's information.

Choose the customer type
To add an individual customer, choose 'individual' in the slider.

Fill in the customer details

• First name: Enter the customer's first name. (required)
• Last name: Enter the customer's last name. (required)
• Email: Enter the customer's email address (only one email address per line).
• Phone: Enter the phone number and select the correct country code from the dropdown (e.g. BE for Belgium).
• Language: Select the preferred language for communication with the customer.
• Address: Enter the customer's address. If the billing address differs from the home address, you can enter it by clicking 'Billing address'.

Click Save to save the customer in the system, or choose Save and return if you want to go straight back to the customer overview.