How to add customers in Manager.io?

Adding customers in Manager.io is very simple, all you need is a name for your customers to start creating invoices. But, in this article you are going to learn how to create customers in detail.

To add a customer in Manager.io click on Customers tab. A new page will open, allowing you to manage your customers. If you haven't added any customers before, it will be blank with the option to add customers.

Click on new customer to open new customer's page.

Name:

Write the name of the customer. This is the required field, other fields are not required, thus you can leave them empty.

Code:

If your company has coding conventions for customers, you can write them in this field. I gave this customer a sample code, you can do the same.

Credit limit:

Give your customer a credit limit if you want to. Manager will notify you if the customer exceeds its credit limit.

Billing address:

Write the billing address of the customer in this field.

Delivery address:

Some customers have different billing and delivery addresses. You can fill the delivery address of your customer in this field.

Email:

Write the email address of your customers in this field.

Starting balance:

Leave this field empty. Later you can create invoices for the current balance of the customer.

Autofill - Sales Invoice - Due date:

With this option you can define a default due date for the customer, like net 15 days or net 30 days.

Create:

When you completed the customer information click on create to save the customer. It will save the customer and show you a summary of the customer just created.

Create & add another:

Use this button if you want to add multiple customers at a time. Every time you click on create & add another it will save current customer and will empty all the fields for you to add another.

Summary:

After you click create, Manager will display a short summary of the customer information that you just saved.

Inactive:

This option is activated after you create a customer. You cannot delete a customer if you have transactions with him/her. Instead, you can turn on the inactive option and it will not appear in your customers' list.