Add and manage customers

Where: Sales › Customers.

Add a customer

1. Click Add (or + New).
2. Fill in:
   • Name: the registered business name, or the person's full name
   • TIN: format 000-000-000-000. Needed for VAT invoices to businesses and for withholding tax (2307).
   • Business Style, Email, Phone and Address
3. Save.

Import many at once

If you have a list in Excel, use Import on the Customers page with the template provided, then check the preview before saving.

Tips

• An Email lets you send invoices straight from GodoERP.
• With Projects & CRM, you can add several contacts per customer and give them client-portal access.
• Keep one record per customer. Duplicates split their history and balances.

Tip: Selling to walk-in customers? Create one customer named Walk-in Customer for cash sales without a name.