Customer Accounts

The customer record everything else quotes: who they are, who to invoice, what they are allowed to owe you and on what terms.

This is a demonstration. It is read-only: nothing you type here is saved, and no record is created.

Open a customer account

Customer

The legal name on their trade licence — the name that goes on an invoice.

Account code

Kind of customer

Commercial registration

Tax registration number

Required on the invoice, or their finance team will send it back.

Country

Segment

Main contact

Phone

Send invoices to

Often a different address from the person who buys.

Invoice address

Account manager

Payment terms

Credit limit

The most you are willing to be owed at any one time.

Account standing

Trading since

Anything worth knowing

Create a workspace and start from this template.