This page is a field-level lookup. For task steps, see how to add customers and how to manage customers. For the reasoning behind these fields, see customers: concepts.
Add/edit customer form reference
Customer information
Business entity
Billing address
Shipping address
Tax information
Custom attributes
Custom attributes are defined in Settings → Custom attributes → Customers. They appear here as individual fields. Empty fields are pre-filled with their configured default values, if any.Other settings
Ways to add customers
Contacts
There is no separate “primary contact” record. The customer’s own email field is the closest equivalent; every contact added through Manage Secondary Contacts is a peer record with its own send invoice setting.
Contract communications are a separate setting in the underlying data model, but there’s currently no control for it in the dashboard, so it can’t actually be turned on from the UI.
Wallet
Each customer can hold one wallet per currency. Credits in a wallet are applied automatically when an invoice is approved, unless wallet application has been turned off for that invoice. Use Adjust balance to add credits (for promotional purposes) or deduct them (to settle a balance).The wallet tab is only available for organizations on the earlier contract experience, not for organizations with Contracts V3 turned on.
What you can view on a customer record
From the View customer page, you can access:- Invoices
- Contracts
- Entitlements
- Payments
- Journal entries
- Monitoring
- Email logs
- Integrations
- Wallet details
- Child customers