Customers

Contacts → Customers holds everyone you sell to, along with the defaults each new sales order inherits from them. Create and edit customers one at a time, or load and update your whole customer book with import and export. Tags, payment terms and credit limits shape how you segment and bill each customer, and the two reference pages cover the importer's columns and the list itself.

To…	Go to…
look up the customers list's columns, filters and bulk actions	The customers list — columns, filters & bulk actions
keep a tax-exempt customer's resale certificates, so tax comes off only where they're covered	Exemption Certificates

Manage customers

Create and edit customers, tag them, keep their contacts, set terms and credit, chase balances, and merge duplicates. Start at Manage customers.

To…	Go to…
add a customer and manage their details, addresses and balances	Create & edit a customer
fold a duplicate customer into the one you keep, and find likely duplicates	Merge duplicate customers
group and segment customers with tags	Tag a customer
keep the named people at a customer, with roles, and pick the primary contact	Keep a contact book for customers, suppliers, and warehouses
set a customer's payment terms and credit limit	Set a customer's payment terms and credit limit
see what a customer owes and how late it is, send statements and payment requests, and review what you've sent	Chase a customer's overdue balance

Import and export

Create or update customers in bulk from a spreadsheet, export them, and look up every importable column. Start at Import and export.

To…	Go to…
create or update many customers from a spreadsheet	Import customers from a spreadsheet
download your customers as a re-importable CSV	Export customers
look up every column the customer importer accepts	Importable customer columns reference