Add or edit a customer (not using Xero)
If you are not using Xero or need to add a new customer in TidyEnterprise that does not exist in Xero, you can add a new customer manually using New Customer under GLOBAL SETTINGS. This will open the Create Customer form, which includes three different tabs to capture Customer information:
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Customer Information Tab
This tab is used for general information about the customer, including their Name and Physical and Postal addresses. You can also choose to map the new Customer to an existing Xero contact using the Xero Contact drop-down list (this list will be populated assuming you have completed the connection with Xero previously).
To learn how to connect to Xero, read Integrations - Xero - How to connect with Xero.
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To select the correct country for a particular customer, you must first configure countries in GLOBAL SETTINGS > Countries, read Global settings - Countries to check out how to add or edit countries.
If you want your customer to see the details of their sales, you can enable the Customer Portal to create a specific link to that customer. You can email the link by simply checking the box. Click Customer Portal to complete this step. Click SAVE.
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Add customer specific notes as required.
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Multiple physical Addresses may be added if your Customer has multiple delivery locations. Click to add additional addresses.
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After completing, click SAVE.
SALES - This tab allows you to assign default values for currency, sales tax, and pricing levels for the customer. You can also assign the customer a unique Invoice Due Date if it is different from the company default:
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You can override the Default Pricing Level for the Customer, read Global settings - Pricing levels - Set up pricing levels for how to define pricing levels. After completing, click SAVE.
Contact Information Tab
Use this tab to add additional contacts.
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After completing, click SAVE.
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Edit a customer
To edit a customer, simply click and follow the steps above to change customer information. If you want to delete a customer, uncheck the tick icon, and click the bin icon.
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