{"id":608,"date":"2023-04-06T16:49:06","date_gmt":"2023-04-06T13:49:06","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/invoices-estimates\/adding-a-customer\/"},"modified":"2025-10-10T13:03:47","modified_gmt":"2025-10-10T10:03:47","slug":"adding-a-customer","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/invoices-and-estimates\/adding-a-customer\/","title":{"rendered":"Adding a Customer"},"content":{"rendered":"\n<p>Akaunting allows you to add unlimited customers, supporting your business and revenue growth.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Adding a Customer:<\/h4>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165036\/select-customers.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on <strong>Sales <\/strong>in the Navigation Menu to reveal a drop-down.<\/li>\n\n\n\n<li>Select <strong>Customers.<\/strong><\/li>\n\n\n\n<li>From the Customers dashboard, click on <strong>New Customer<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165146\/customer-creation-1024x576.png\" alt=\"Adding a Customer on Akaunting\" class=\"wp-image-612\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165146\/customer-creation-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165146\/customer-creation-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165146\/customer-creation-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165146\/customer-creation-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165146\/customer-creation.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enter the required customer details &#8211; <strong>General<\/strong> (Name, Phone number, Email, Website, etc.), <strong>Billing <\/strong>(Tax number and Currency), and <strong>Address.<\/strong><\/li>\n\n\n\n<li>Check the <strong>Can log in <\/strong>to grant customer <a href=\"https:\/\/akaunting.com\/hc\/docs\/users-and-roles\/using-the-client-portal\/\" target=\"_blank\" rel=\"noreferrer noopener\">Client Portal Access<\/a>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165251\/checkbox-2-1024x576.png\" alt=\"Checkbox the client portal option\" class=\"wp-image-613\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165251\/checkbox-2-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165251\/checkbox-2-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165251\/checkbox-2-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165251\/checkbox-2-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165251\/checkbox-2.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><em>The Client Portal Access allows your clients to manage all their invoices in one place and make payments conveniently.<\/em><\/p>\n\n\n\n<p><strong>Contact Persons<\/strong><\/p>\n\n\n\n<p>Under the <strong>Contact Persons<\/strong> section, you can add the email addresses of people who will receive a copy of any email sent to the Customer. This includes Invoices, Bills, Estimates, Sales Orders, and more.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"296\" src=\"https:\/\/assets.akaunting.com\/hc\/2024\/04\/18102845\/image-1024x296.png\" alt=\"add customer contact persons\" class=\"wp-image-2617\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2024\/04\/18102845\/image-1024x296.png 1024w, https:\/\/assets.akaunting.com\/hc\/2024\/04\/18102845\/image-300x87.png 300w, https:\/\/assets.akaunting.com\/hc\/2024\/04\/18102845\/image-768x222.png 768w, https:\/\/assets.akaunting.com\/hc\/2024\/04\/18102845\/image.png 1432w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>Add a Contact Person<\/strong><\/li>\n\n\n\n<li>Enter their <strong>Name<\/strong>, <strong>Email,<\/strong> and <strong>Phone number<\/strong>.<\/li>\n\n\n\n<li>Then, <strong>Save<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165345\/client-portal-1024x576.png\" alt=\"Akaunting client portal\" class=\"wp-image-614\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165345\/client-portal-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165345\/client-portal-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165345\/client-portal-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165345\/client-portal-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06165345\/client-portal.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Akaunting allows you to add unlimited customers, supporting your business and revenue growth. Adding a Customer: The Client Portal Access allows your clients to manage all their invoices in one place and make payments conveniently. Contact Persons Under the Contact Persons section, you can add the email addresses of people who will receive a copy [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":552,"menu_order":11,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-608","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/608","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=608"}],"version-history":[{"count":6,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/608\/revisions"}],"predecessor-version":[{"id":3518,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/608\/revisions\/3518"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/552"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=608"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=608"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}