The customer record

Where: Contacts → Customers
Plan: All plans
Permission: Organization → Customer

How to add a customer

Go to Contacts → Customers and click New record.
Type the Name — the only field you must fill in.
Check the Company. It is required and is filled in from the top bar.
Leave Code blank to have one generated.
Fill in Email and Phone — these are how the app reaches them.
Set the Default currency if they trade in something other than yours.
Under the customer section, set the Credit Limit and Date of Birth if you use them.
If this customer does not pay tax, turn on the Tax Exempt switch. See below.
Click Save.

The Customer switch is already on when you come from the Customers list. Turning it off removes the whole customer section.

Customers work offline — add and edit freely, and it syncs later.

Fields that do less than they look like

Field	Reality
Credit Limit	Real — a credit sale that would take the customer past it is refused. `0` means no limit. See credit limits.
Payment Terms (days)	Real — sets the due date on the customer’s invoices, including the ones raised by credit sales, unless a due date or payment term is given on the invoice itself.
Marketing Channel	Written and never read by anything.
Start Date / End Date	Captured but unused. An end date in the past does not deactivate anybody.
Status = Inactive	Filters the list. It does not stop you selling to them.
Date of Birth	Real — used by birthday marketing and customer segments.
Default currency	Real — pre-fills the currency on their documents.

How to make a customer’s sales tax-free

When the switch is on, the entire sale is tax-free — there is no per-item or per-jurisdiction scoping. The cashier sees a Tax-exempt customer badge on the sale.

How to record a certificate

Go to Contacts → Tax Exemption Certificates and click Add certificate, or use the Tax Exemptions tab on the customer.
Pick the Contact and type the Certificate number — the only required field.
Add the Jurisdiction, Reason code, Issue date and Expiry date.
Save.

Rows show Active, Expiring soon, Expired or Inactive badges. Certificates are online only.

What is on a customer’s page

Click any row in the list to open them. The header shows their balance, credit limit and currency, with Edit top right.

Tab	Worth using?
Overview	Their details and profile at a glance.
Transactions	The most useful tab — every document, filterable by kind and date, each opening a preview.
Activities	Calls, visits and notes.
Loyalty	Their points account and full ledger.
Tax Exemptions	Certificates on file.
Leads	Usually empty.
Sale Contacts	Broken — shows every sale contact in your whole business, not this customer’s. Ignore it.

How to log a call or a visit

Go to Contacts → Activities and click Add Activity — or use the Activities tab on the customer.
Pick the Contact and the Activity Type: Call, Email, Meeting, Note, Task, Visit, Demo or Follow-up.
Type the Subject — the only required field.
Set the Activity Date and Activity Time, and add the Outcome and Notes.
Save.

Activities work offline.

Removing a duplicate

There is no merge. Nothing detects duplicates and nothing moves history between records.

The practical approach is to rename the loser — “ACME — do not use” — set its Status to Inactive, and carry on with the survivor.

Delete is available on the row menu. It hides the record rather than erasing it, and past documents keep their own copy of the name. But nothing checks for unpaid invoices or an open balance first, so check before you delete.