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How to Create a New Customer

In Sumung, customers are stored as Contacts - a unified record type that can represent a Customer, a Supplier, or Both. Creating a new customer means creating…

Steps

  1. Go to Get Paid → Customers.
  2. Click "New Customer." This opens the "Create New Contact" wizard.
  3. Step 1 - Contact details: enter the Contact name, choose the Contact type (Customer, Supplier, or Both), and set the Invoice due date (and Bill due date, if applicable).
  4. Step 2 - Addresses: click "Add address" to enter a billing or shipping address.
  5. Step 3 - Advanced: optionally fill in account number, tax details, or other advanced fields.
  6. Click "Create Contact" to finish.

Good to Know

Email and phone number are entered under the Primary person section within the wizard, not as standalone top-level fields.

Related Articles

  • How to Edit Customer Information
  • How to Import or Add Customer Details
  • How to Search and Filter Customers

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