Add Customers

Customers are the foundation of any business, representing the individuals or organizations purchasing your products or services. Efficient customer management in WP Ever Accounting simplifies tracking transactions, generating invoices, and creating detailed reports. Here’s how to add and manage customers effectively.

Step-by-Step Guide to Adding Expenses

Follow these steps to add expenses in WP Ever Accounting:

Navigate to the Vendors Section

  • From the Accounting menu, go to Sales > Customers.
  • This will open the Customers page.

Click the Add New Button

  • On the Customers page, click the Add New button at the top left.
add customers

Fill in Customer Details

Provide the following information to create a new customer:

FieldDescriptionExample
Name*The full name of the customer.John Doe
Currency*The currency used by the customer (does not affect transaction currency).USD
EmailThe customer’s email address.[email protected]
PhoneThe customer’s phone number.+1-234-567-890
CompanyThe name of the customer’s company.Doe Enterprises
WebsiteThe customer’s website URL.www.doe.com
Tax NumberThe customer’s tax identification number.123-45-6789
AddressThe street address of the customer.123 Elm Street
CityThe city of the customer’s address.Springfield
StateThe state or province of the customer’s address.Illinois
PostcodeThe postal code of the customer’s address.62701
CountryThe country where the customer is located.United States
Note: Fields marked with an asterisk (*) are mandatory.

Add the Customer

  • After completing the required fields, click Add Customer.
  • The new customer will appear in the Customers Listing for future reference.

Customers Listing – Overview

The Customers Listing page under Sales > Customers provides a comprehensive overview of all added customers. Key details displayed include:

  • Name: The customer’s full name.
  • Email Address: The email associated with the customer.
  • Phone Number: The customer’s contact number.
  • Country: The country where the customer is located.
  • Date: The date the customer profile was created.
customer 1

Managing Customers from the Listing

WP Ever Accounting allows you to manage customer details efficiently directly from the Customers Listing page:

Edit a Customer

  • Click the Edit button next to the customer’s name.
  • Update any necessary details such as contact information, address, or tax ID.
  • Click Save to apply the changes.

Delete a Customer

  • Click the Delete button next to the customer’s name.
  • Confirm the deletion when prompted.
Edit Customer

Customer Profile

Clicking on a customer’s name in the Customers Listing opens their Customer Profile, which provides a detailed view of their information and transaction history.

Customer Details

  • Displays all the fields provided during customer creation, including address, contact details, and tax information.

Transaction Graph

  • Visualizes the customer’s monthly transactions, including:
    • Paid Balance: Total payments were recorded by the customer.
    • Due Balances: Outstanding balances.

Edit Customer Profile

Update customer details directly from the profile page by clicking the Pencil Icon to the Edit button.

wp ever accounting

Pro Tips for Managing Customers

  • Use Consistent Naming Conventions: Maintain uniform naming for customers to ensure an organized database.
  • Review Details Regularly: Periodically verify customer details to keep information accurate and up-to-date.
  • Leverage Transaction Graphs: Use transaction data to identify trends, outstanding balances, and customer activity.
  • Segment Customers: Group customers based on categories such as location or business type for better insights.

FAQs About Adding Customers in WP Ever Accounting

Can I add customers without an email address?
Yes, the email field is optional. However, adding an email is recommended for communication and invoicing purposes.

Can I assign multiple currencies to a customer?
No, only one currency can be assigned to a customer profile. However, transaction currency can vary based on specific invoices or payments.

How can I view all transactions associated with a customer?
Click on the customer’s name in the Customers Listing to view their profile, which includes transaction history and recent payments.

Can I add a limit to the number of customers?
No, WP Ever Accounting allows you to add unlimited customers.

Can I restore a deleted customer profile?
No, deleted customer profiles cannot be restored. Ensure you back up necessary data before deletion.