Docs/Customers
Customers
Customer records, tax identifiers, and how customers connect to quotations, invoices, and contracts.
How customers work#
A customer record is the single profile used everywhere a customer appears — quotations, invoices, payments, and contracts. Create customers up front, or inline with the quick-create form while drafting a document.
What a customer record holds#
| Field | Notes |
|---|---|
| Code | Auto-generated unique reference (for example CUST-001). |
| Name, email, phone | Contact details shown on documents. |
| Address, city, country | Country is a full world list — customers can be anywhere, regardless of your own jurisdiction. |
| Tax IDs | VAT/TRN for UAE, NTN/STRN/CNIC for Pakistan — shown on invoices where required. |
| Currency | Default currency for new documents for this customer. |
| Payment terms | Default terms (for example Net 30) applied to new invoices. |
Tip: Only the name is required to quick-create a customer. Fill in tax IDs before issuing invoices that must show them.
Linked documents#
From a customer page you can see the documents connected to that customer — quotations, invoices, and contracts. This is the fastest way to answer “what is our history with this customer?”